Madison Roberts
Merrimack
Summary
Experienced and dedicated Client Service Support Specialist with a strong background in servicing high net worth clients. Demonstrates expertise in managed account transactions and cross-department collaboration, providing efficient solutions and meeting performance goals. Takes pride in uplifting and supporting teammates. Inspired by change and challenge and able to quickly adjust to new environments.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Client Service Support Specialist III
Fidelity Investments
Merrimack
10.2025 - Current
- Provide exceptional service support to high net worth and covered clients.
- Resolve client issues efficiently through comprehensive knowledge of investment products.
- Provide follow up on complex issues with clients and across departments.
- Provide client support through Electronic Response Channel.
- Work with complex retirement accounts.
- Provided guidance on 529 accounts to help clients save for education.
High Net Worth II Assocate
Fidelity Investments
Merrimack
06.2024 - 10.2025
- Assisted covered clients with managed account transactions to enhance satisfaction.
- Collaborated with financial consultants, wealth management consultants, and other departments to facilitate client goal achievement.
- Supported clients through chat channel, ensuring prompt and accurate responses.
- Provided "white glove service" to our most valued clients.
High Net Worth Service Associate
Fidelity Investments
Merrimack
10.2023 - 06.2024
- Speak with high net worth clients and assess their needs.
- Process high dollar transactions in an efficient and accurate manner.
- Provided clients with detailed product and service information, enhancing their understanding and decision-making.
Customer Relationship Advocate
Fidelity Investments
Merrimack
07.2022 - 10.2022
- Provided support to clients via phone.
- Maintained detailed records of clients interactions and transactions in SalesForce.
- Collaborated with other departments to ensure client satisfaction.
- Promoted high client satisfaction by resolving problems with knowledgeable and friendly service.
Bartender/Waitress
Portofino Italian Restaurant
Merrimack
01.2019 - 07.2022
- Trained new bartenders on drink recipes and customer service standards.
- Handled cash transactions efficiently while ensuring accurate till management.
- Greeted customers and provided excellent customer service.
- Maintained inventory of liquor, beer, wine, and other beverage items.
Hostess
Chili's Bar & Grill
Nashua
03.2018 - 12.2018
- Managed seating arrangements to optimize dining area flow and guest comfort.
- Handled reservation requests efficiently using the restaurant's booking system.
- Communicated wait times clearly to guests, managing expectations effectively.
Education
High School Diploma -
Merrimack High School
Merrimack, NH06-2020
Skills
- Client services
- Problem resolution
- Department collaboration
- Efficiency
- Time management
- Electronic communication
- Listening
Certification
Series 7
Accomplishments
Outstanding Achievement Recognition Award
Affiliations
Responsible for Teams Recognition and MVP voting
Timeline
Client Service Support Specialist III
Fidelity Investments
10.2025 - Current
High Net Worth II Assocate
Fidelity Investments
06.2024 - 10.2025
High Net Worth Service Associate
Fidelity Investments
10.2023 - 06.2024
Customer Relationship Advocate
Fidelity Investments
07.2022 - 10.2022
Bartender/Waitress
Portofino Italian Restaurant
01.2019 - 07.2022
Hostess
Chili's Bar & Grill
03.2018 - 12.2018
High School Diploma -
Merrimack High School