Keyan Skelton
Fort Mitchell,KY
Summary
Dynamic investment professional with a proven track record at Fidelity Investments, excelling in client relationship building and financial strategy. Adept at leveraging strong organizational skills and active listening to enhance customer satisfaction, resulting in significant growth in client engagement. Committed to delivering tailored investment solutions that drive financial success. Series 7 and Series 66 licensed. Currently, I am working on obtaining my CFP through the Dalton program at Fidelity to further my knowledge in financial planning.
Overview
6
6
years of professional experience
Work History
Investment Solutions Representative I & II
Fidelity Investments
Covington, KY
09.2024 - Current
- Works in planning and guidance at Fidelity to help clients with retirement planning and investment strategy. Leveraging emergency, protection, and growth conversations, and using the fidelity principles of investing template combined with the retirement analysis tool, to demonstrate the urgency of investing appropriately and consistently to achieve retirement goals.
- Provides expertise about a range of products and investment solutions that Fidelity offers to help clients develop and implement plans to achieve their financial goals.
- Assisted clients with fixed-income trades and strategies around generating income in retirement.
- Uncovers opportunities with new and existing clients, while referring clients to branch partners where applicable.
Customer Relationship Advocate
Fidelity Investments
Covington, KY
08.2023 - Current
- Assisted clients with inquiries, troubleshooting, and resolutions for their Fidelity account-related issues in a timely manner
- Placed trades in mutual funds, stocks, ETFs, and options for Fidelity clients and maintained detailed records of customer interactions and transactions
- Deepened relationships with clients over the phone and collaborated with other departments to ensure customer satisfaction
Logistics Advisor
Bridge Logistics
Cincinnati, OH
02.2023 - 05.2023
- Eliminated the challenges of transportation for customers and carriers through managing supply chain and logistics efficiently across North America while using CRM software Odoo to manage and strengthen client relationships, and track performance metrics to reach our sales goals
Associate Banker
JP Morgan Chase
Cincinnati, OH
10.2021 - 01.2023
- Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements
- Safe guarded the firms assets and worked with both high net worth individuals and lower income individuals to better serve their financial needs and goals
- Leveraged technology to improve the chase customer experience and ease of doing online banking
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
- Advised customers on bank products, services and financial planning options
Guest Advocate
Target Corporation
Cincinnati, OH
03.2020 - 10.2021
- Cultivated strong customer relations by actively listening to Target guests’ needs.
- Contributed to 34% increase in target RED-card sales through effective inventory management.
- Delivered exceptional customer service across multiple channels during global pandemic.
Education
Bachelor of Science - Business Administration
Xavier University
Cincinnati, OH05.2022
Skills
- Time management and organization
- Technology-driven solutions
- Customer focus and curiosity
- Effective communication
- Problem solving and listening
- Client relationship building
Timeline
Investment Solutions Representative I & II
Fidelity Investments
09.2024 - Current
Customer Relationship Advocate
Fidelity Investments
08.2023 - Current
Logistics Advisor
Bridge Logistics
02.2023 - 05.2023
Associate Banker
JP Morgan Chase
10.2021 - 01.2023
Guest Advocate
Target Corporation
03.2020 - 10.2021
Bachelor of Science - Business Administration
Xavier University