Monsef Ouchou
Morrisville,NC
Summary
Energetic and analytical professional with passion for financial planning and client-centered solutions. Possesses comprehensive understanding of financial products and investment strategies.Dedicated to helping clients achieve their financial goals through personalized and effective financial plans.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
Durham, NC
01.2023 - 11.2024
- Provided 401k participants with service, education, advice and guidance with their 401k plans.
- Serviced financial transactions while maintaining compliance with regulatory requirements. Assisted in setting up managed account services, ensuring alignment with their unique financial situation.
- Developed tailored investment strategies for clients based on risk tolerance and financial goals.
- Utilized CRM software to manage client relationships, tracking interactions and follow-ups effectively.
- Established and maintained strong client relationships through regular communication and support.
Workplace Planning Associate
Fidelity Investments
Durham, NC
06.2022 - 01.2023
- Progressed through Fidelity Essentials service training and successfully completed Series 7 and 66 licensing.
- Managed high-volume inbound calls, providing exceptional customer support and resolving inquiries efficiently.
- Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
- Processed 401k financial transactions for plan participants and provided education on a broad range of plan benefits.
Education
BBA - Business Administration
North Carolina State University
01-2022
Skills
- Effective written and verbal communication
- Proficient problem-solving
- Collaborative team member
- Flexibility in new environments
- Computer proficiency
- Microsoft Office Suite
Certification
- Series 7
- Series 66
Timeline
Workplace Planning Consultant
Fidelity Investments
01.2023 - 11.2024
Workplace Planning Associate
Fidelity Investments
06.2022 - 01.2023
BBA - Business Administration
North Carolina State University