Kru Flint
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success, client success, and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
12.2023 - Current
- Enhanced client satisfaction with personalized consultations and tailored recommendations.
- Enhanced client trust through clear communication of complex financial concepts in easy-to-understand terms.
- Supported clients in achieving long-term financial goals through strategic planning and portfolio management.
- Educated clients on various wealth management tools to support their long-term financial objectives.
- Apart of a very successful Pilot program that was continued all across the WPC department.
Customer Relationship Advocate
Fidelity Investments
10.2022 - 12.2023
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Managed a caseload of clients, prioritizing tasks effectively to ensure timely completion of all responsibilities.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
INTERN
Weild And Co
07.2020 - 08.2022
- Built professional working relationships with peers and supervisors.
- Responded quickly to questions and inquiries via phone and email.
- Worked alongside senior team members to learn related job tasks and roles.
Education
Bachelor of Science - Professional Sales
Weber State University
Ogden, UT12.2021
Skills
- Self-Motivated
- Dependable and Reliable
- Attention to Detail
- Strong Academic Record
- Fast Learner
- Interpersonal and Social Skills
- Financial analysis
- Wealth management
- Effective communication
- Strategic planning
Certification
- Series 7
- Series 63 & 66
- SIE
Timeline
Workplace Planning Consultant
Fidelity Investments
12.2023 - Current
Customer Relationship Advocate
Fidelity Investments
10.2022 - 12.2023
INTERN
Weild And Co
07.2020 - 08.2022
Bachelor of Science - Professional Sales
Weber State University
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