Summary
Overview
Work History
Education
Skills
Certifications & Awards
Timeline
Generic

Kevin Therrien

Milford,NH

Summary

Customer service professional with a strong foundation in client relationship management. Consistently delivering high-quality service by understanding client needs and providing tailored solutions. Focused on fostering strong client relationships and delivering impactful results.

Overview

6
6
years of professional experience

Work History

Customer Relationship Advocate

Fidelity Investments
12.2023 - Current
  • Delivered high-quality service by resolving complex client inquiries across brokerage and retirement accounts, contributing to team success and client satisfaction
  • Recognized with Manager's Choice Award (April 2025) for exceeding performance expectations and sharing weekly performance metrics and best practices to drive team results.
  • Educated clients on digital tools and resources, empowering them to make informed decisions within their Fidelity accounts.
  • Achieved 60% action rate average (Q1, Q2) on Next Best Action opportunities, driving clients to engage with their accounts and deepening Fidelity relationships through various opportunities.
  • Collaborated cross-functionally with different internal business units to ensure seamless transfers and enhance the customer experience.
  • Achieved over 80% Client experience

Ice Cream Store Manager

Sundae Drive
04.2019 - 10.2023
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, daily cash handling during store opening and closing procedures.
  • Addressed customer complaints quickly and professionally, resolving issues to maintain positive relationships.
  • Managed store employees successfully in a fast-paced environment through proactive communication and positive feedback.

Vector Marketing Sales Representative

Vector Marketing Company
11.2021 - 04.2022
  • Organized client visits, presentations, and product demonstrations.
  • Reviewed Monthly performance against targets set by the management team
  • Expanded customer base through cold calling, networking, and relationship building.
  • Developed customized sales techniques to effectively sell and expand service offerings to both new and existing clientele

Education

Bachelor of Science - Finance

Southern New Hampshire University
Hooksett, NH
01-2027

Skills

  • Interpersonal communication
  • Team-oriented and collaborative
  • Critical thinking & problem solving
  • Adaptability
  • Customer Oriented
  • Relationship building

Certifications & Awards

  • FINRA licensed: SIE, Series 7, Series 63
  • Eagle Scout

Timeline

Customer Relationship Advocate

Fidelity Investments
12.2023 - Current

Vector Marketing Sales Representative

Vector Marketing Company
11.2021 - 04.2022

Ice Cream Store Manager

Sundae Drive
04.2019 - 10.2023

Bachelor of Science - Finance

Southern New Hampshire University

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