Leslie McDonald
Cincinnati
Summary
Hardworking and professional customer relationship expert with the ability to effectively manage customer inquiries, provide accurate information and ensure customer satisfaction. Excellent communication and problem-solving skills for providing customers with best possible service.
Overview
26
26
years of professional experience
Work History
Service Support Specialist
Fidelity Investments
12.2019 - 12.2021
- Established good rapport by appropriately greeting clients and asking open-ended questions to better determine needs.
- Helped set up new customer accounts and update existing profiles.
- Assisted over 30 associates per day with resolving forms and application errors.
Workplace Planning and Guidance Consultant II
Fidelity Investments
02.2015 - 12.2019
- Completed and average of 15 financial plans daily to help clients achieve their investment goals.
- Demonstrated to clients how to conduct investment research.
- Completing trades to implement financial plans.
- Maintained excellent attendance record, consistently arriving to work on time
Investment Solutions Representative
Fidelity Investments
08.2012 - 02.2015
- Drove sales by following up on opportunities from existing and new customers.
- Increased online tool usage by teaching clients how to maintain accounts and research stocks.
- Managed approximately 30 investment inquiries per day.
Private Client Group Relationship Manager
Fidelity Investments
01.2007 - 08.2011
- Took ownership of needs of high net worth clients regarding service, trading and problem resolution.
- Engaged clients in conversations to identify needs and present highly personalized solutions.
- Served as peer mentor.
Premium Services Representative
Fidelity Investments
05.1998 - 01.2007
- Facilitated discussions and call reviews focusing on quality interactions.
- Proactively resolved bounced check issues.
- Conducted portfolio reviews to help clients analyze their current portfolio according to risk tolerance and investment goals, and provided investment guidance.
- Supported local sales team by following up with their clients to show the value of the Premium relationship.
Sales Representative/Mutual Fund Product Specialist
Fidelity Investments
06.1996 - 05.1998
- Conducted thorough needs investigations to find appropriate financial solutions for customers
- Put together a series of additional training for team new hires
- Sales numbers were consistently in the top 40th percentile.
Education
Bachelor of Science - Fashion Design
University of Cincinnati
Cincinnati, OH1992
Skills
- Team Collaboration
- Calm and Professional Under Pressure
- Courteous with Strong Service Mindset
- Excellent verbal and written communication
Languages
Spanish
Native or Bilingual
Timeline
Service Support Specialist
Fidelity Investments
12.2019 - 12.2021
Workplace Planning and Guidance Consultant II
Fidelity Investments
02.2015 - 12.2019
Investment Solutions Representative
Fidelity Investments
08.2012 - 02.2015
Private Client Group Relationship Manager
Fidelity Investments
01.2007 - 08.2011
Premium Services Representative
Fidelity Investments
05.1998 - 01.2007
Sales Representative/Mutual Fund Product Specialist
Fidelity Investments
06.1996 - 05.1998
Bachelor of Science - Fashion Design
University of Cincinnati