Kimberly Cahill
Fort Worth,TX
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in client relationship management and problem-solving. Adept at streamlining processes to enhance customer experiences attention to detail to consistently exceed performance metrics. Recognized for delivering exceptional service and fostering strong client connections.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Transition Services Life Consultant II
Fidelity Investments
03.2023 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed 100+ client relationships through regular check-ins and updates on project progress.
- Adapter of digitally-driven processes to streamline transition of assets process for customers
- Consistently met or exceeded metrics for Life Events Consultant II
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services while creating welcoming, positive experiences.
Inheritor Services Representative
Fidelity Investments
01.2015 - 03.2023
- Collaborated with team members to ensure seamless communication and consistent service delivery.
- Conducted regular follow-ups with clients to ensure ongoing satisfaction and address any emerging issues promptly.
- Coordinated with various departments to resolve complex client issues effectively and in timely manner.
- Identified opportunities for upselling products or services, driving revenue growth and business expansion.
Vice President/Trust Officer
Wells Fargo
01.2000 - 02.2002
- Managed approximately 100 personal trust accounts while cultivating strong relationships with key decision-makers in personal trust client relationship.
- Led cross-functional teams to complete major projects, enhancing efficiency and client satisfaction.
- Coordinated banking services, including investments and personal banking products with clients and families.
Education
Bachelor of Arts - Merchandising
University of Oklahoma
Norman, OKCertification
Series 7
Series 66
Timeline
Transition Services Life Consultant II
Fidelity Investments
03.2023 - Current
Inheritor Services Representative
Fidelity Investments
01.2015 - 03.2023
Vice President/Trust Officer
Wells Fargo
01.2000 - 02.2002
Bachelor of Arts - Merchandising
University of Oklahoma
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