Marguerite Gibbons
Austin,TX
Summary
Motivated financial services professional with dedicated advisor and front-office operations support background at Fidelity Investments. Demonstrated capability to build trust, educate clients on our products and offerings, and aid advisor teams in meeting client's goals. Notable ability to adapt, multitask in large-volume environments, and coaching colleagues. Eager to deepen client relationships with a collaborative approach for the Relationship Manager role.
Overview
7
7
years of professional experience
Work History
Financial Representative
Fidelity Investments
04.2024 - Current
- Identify client wants/needs, targeting their exact requests. Proactively using these opportunities to connect clients with our investment, advisory, and/or retirement services to get them in the right position.
- Ensure compliance in all transactions, including precise documentation, recordkeeping, confidentiality, aligning with the firm's standards.
- Collaboration amongst the team including advisors and their supporting colleagues to ensure seamless handoffs with relationships, also monitoring tasks that aid long-term relationships.
- Balance multiple duties at once (i.e. juggling service based walk-ins, account questions, operations duties, queue calls, and helping advisors/their teams.)
- Relay product knowledge in an easy-to-understand manner for clients.
Optician Technician
Oak Hill Eye Care
09.2023 - 04.2024
- Improved patient satisfaction by efficiently conducting preliminary eye tests and gathering relevant medical history.
- Assisted optometrists in diagnosing vision disorders with thorough pre-testing procedure.
- Enhanced patient experience by providing clear instructions and guidance during various testing procedures.
Server
Pluckers Wing Bar
12.2020 - 09.2023
- Displayed strong communication skills by attentively listening to guest orders, resulting in timely and accurate delivery of meals.
- Consistently adhered to health and safety guidelines, including proper handling and diligent adherence to food handling regulations.
- Effectively managed multiple tables and guest requests simultaneously, demonstrating strong multitasking abilities while maintaining a professional and composed demeanor in a fast-paced environment.
Receptionist
Safari Vet Centers
04.2018 - 12.2018
- Operated telephones to efficiently manage appointment scheduling and provide exceptional customer service to clients.
- Warmly greeted visitors, attentively assessed their needs and reasons for visiting, and skillfully directed or accompanied them to designated exam rooms.
- Demonstrated excellent conflict resolution skills by actively listening to customer concerns and effectively resolving any conflicts or issues that arose.
Education
Bachelor of Science - Mathematics
Texas State University
San Marcos, Texas12.2022
Skills
- SIE
- Series 7 License
- Series 66 License
Skills
- Building rapport and relationships
- Knowledge of core products (retirement/investment)
- Mentorship amongst colleagues
- Administrative support and problem-solving
References
- Dr. Sean Corrigan, Senior Lecturer at Texas State University, sjc138@txstate.edu
- Dr. Jake Fillman, Assistant Professor at Texas State University, fillman@txstate.edu
Timeline
Financial Representative
Fidelity Investments
04.2024 - Current
Optician Technician
Oak Hill Eye Care
09.2023 - 04.2024
Server
Pluckers Wing Bar
12.2020 - 09.2023
Receptionist
Safari Vet Centers
04.2018 - 12.2018
Bachelor of Science - Mathematics
Texas State University
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