Max Sebby
Colorado Springs,CO
Summary
Associate Support Consultant skilled in resolving complex client inquiries and leading performance-enhancing initiatives. Encouraging team member with talents for team building, leadership, motivation, and excellent relationship building skills.
Overview
7
7
years of professional experience
Work History
Associate Support Consultant
T Rowe Price
Colorado Springs, Colorado
01.2026 - Current
- Utilize advanced risk evaluation, process knowledge, and client relation skills to repair relationships with unsatisfied clients and resolve challenging associate inquiries
- Develop innovative strategies in ongoing projects to retain current clients, creating a proactive outreach team to resolve customer pain points in anticipation of dissatisfaction, bolstering associate skills in facilitating referrals and introducing new clients to the firm
- Lead associate teams through Continuing Education, and create material covering advanced topics strategically timed throughout the year to increase knowledge of pertinent seasonal topics
- Share timely and thoughtful feedback about associate interactions with leadership and facilitate associate call quality reviews for supervisors
- Create and update department resources by championing change and engaging in discussions aimed to improve existing or new processes
Retail Investment Specialist
T. Rowe Price
05.2025 - 01.2026
- Served as first point of contact for high-volume inquiries, providing tailored guidance on IRA, taxable, and sweep account transactions while promoting digital adoption and comprehensive account education
- Apply foundational knowledge of financial services regulations and tax implications to help clients navigate transactions, ensuring compliance and clarity
- Identified cross-functional opportunities to strengthen client relationships and proactively retain assets, leveraging core product knowledge to drive referral opportunities, increasing personal referral rate from 2.8% to 5.2% to Financial Consultants
- Acted as an Associate Support Consultant to services teams by resolving escalated issues, evaluating risk for client resolutions, maintaining consistent service quality and collaborating across multiple departments.
Dog Walker
Wag! LLC
06.2021 - 01.2026
- Handled unexpected situations during services by staying calm under pressure, giving direct attention to the needs and behaviors of different dogs and analyzing body language and determining the best course of action to resolve issues
- Managed appointments efficiently each day, maintaining up to 7 regular clients a week and adjusting services for seasonality
- Developed systems for each individual pet to lead an efficient and safe interaction consistently
- Maintained accurate records of walks, incidents, and schedules for pet parents to provide updates on service and house status.
- Interacted with a variety of clients, necessitating strong communication and customer service skills to gather information and explain issues or resolutions with the client
Financial Customer Associate
Fidelity Investments
06.2024 - 02.2025
- Provided exceptional service to Workplace Investing customers enrolled in 401(k) plans, ensuring compliance with IRS and plan-specific regulations adhering to firm policies
- Led onboarding classes for four Omaha Region and two Covington cohorts, facilitating call simulations and providing on-call support as Peer Guide, contributing over 200 hours to new hire training
- Recognized by the Omaha/Covington Regional Director for outstanding customer experience surveys
- Assisted new hires with call-related inquiries, and conducted group coaching on withdrawals, loans, account authentication, transactions, work items, and core company systems
- Conducted 'double jacking' call-listening sessions for new hire training and had customer interactions featured in Fidelity's internal call library
- Served as the primary team contact for new hire onboarding and average handle time optimization for assigned floor team
Dog Sitter
Sole Proprietorship
Omaha, NE
01.2022 - 10.2024
- Established trust and integrity by responsibly caring for clients' pets and property during extended absences
- Coordinated with pet parents to manage household tasks alongside dog sitting responsibilities
- Maintained excellent communication with pet parents to ensure their dog's well-being, providing pictures and messages frequently
- Made decisions in the best interest of the pets, such as in emergency health situations, using ethical judgment and stress management skills
- Monitored pets' behavior, dietary needs, and schedules to ensure comfort and well-being
Host and Server
Sakura Bana
07.2019 - 03.2020
- Greeted guests and provided exceptional customer service over the phone and in person
- Promoted restaurant's food and drinks, enhancing sales and customer satisfaction
- Provided menu insights and mastered Japanese item pronunciations to enhance communication with kitchen and sushi bar
- Processed payments and managed register, ensuring accurate tips for each server, sushi chef, and host
- Properly sanitized tables, workstations, and menus to ensure a comfortable dining environment
Education
Highschool Diploma -
Central High School
Omaha, NESkills
- Client Relationship Management
- Leading Outcomes
- Operational Accuracy
- Risk Evaluation
- Self-Leadership
- Strategic Thinking and Problem Solving
- Associate Development
- Financial Acumen
- Positive Influence
- Clear and Effective Communication
- Cross-functional Collaboration
- Process Innovation
Timeline
Associate Support Consultant
T Rowe Price
01.2026 - Current
Retail Investment Specialist
T. Rowe Price
05.2025 - 01.2026
Financial Customer Associate
Fidelity Investments
06.2024 - 02.2025
Dog Sitter
Sole Proprietorship
01.2022 - 10.2024
Dog Walker
Wag! LLC
06.2021 - 01.2026
Host and Server
Sakura Bana
07.2019 - 03.2020
Highschool Diploma -
Central High School