Mitchell Monette
Dracut,MA
Summary
Proven track record in enhancing Fidelity Investments' asset management through strategic financial planning and robust client relations. Excelled in customer service and problem-solving, significantly improving client satisfaction. Skilled in retirement planning and effective communication, adept at multitasking and building relationships to drive product and service sales.
Overview
4
4
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
03.2024 - Current
- Analyzed complex financial data to identify trends and develop actionable insights for use in client recommendations.
- Contributed to the growth of the firm's assets under management through diligent prospecting efforts and successful relationship-building techniques.
- Assisted in the development of marketing materials and presentations, showcasing the firm's investment solutions and strategies to attract new clients.
- Navigated challenging market conditions by staying well-informed on global events impacting investments, adjusting strategies as needed to protect client interests.
Customer Relationship Advocate
Fidelity Investments
05.2022 - 02.2024
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Created a welcoming environment for clients by consistently exhibiting professionalism, empathy, and patience during all interactions.
- Collaborated with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
IT Help Desk
Lasell University
09.2021 - 05.2022
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Summer Intern
Dracut Water Department
05.2021 - 08.2021
- Leveraged exceptional problem-solving abilities when faced with unexpected challenges or difficult situations during daily activities as an intern.
- Showed the ability to work independently and also participate effectively when collaborating with peers.
Food Service Worker
Dunkin' Donuts
05.2020 - 12.2020
- Utilized strong multitasking skills to manage multiple orders simultaneously without compromising quality or accuracy.
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Supported team members during peak hours, ensuring smooth operations and minimal wait times for customers.
- Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
Education
Bachelor of Science - Finance
Lasell University
Auburndale, MA05.2023
Skills
- Retirement planning
- Customer Service
- Problem-solving abilities
- Computer Skills
- Client Relations
- Financial Planning
- Excellent Communication
- Multitasking
- Relationship Building
- Product and Service Sales
Timeline
Investment Solutions Representative
Fidelity Investments
03.2024 - Current
Customer Relationship Advocate
Fidelity Investments
05.2022 - 02.2024
IT Help Desk
Lasell University
09.2021 - 05.2022
Summer Intern
Dracut Water Department
05.2021 - 08.2021
Food Service Worker
Dunkin' Donuts
05.2020 - 12.2020
Bachelor of Science - Finance
Lasell University
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