Nathan Strumpfer
Denver,CO
Summary
"Dedicated Central Relationship Manager with a proven track record of efficiently managing multiple calendars, facilitating seamless communication with wealth management teams, and delivering tailored solutions to clients. Adept at leveraging strong interpersonal skills to foster productive relationships and drive client satisfaction. Committed to continuous learning and professional development, with a passion for discovering client needs. Eager to contribute as a planner within advisory services, utilizing my expertise to enhance client outcomes in a dynamic environment."
Overview
4
4
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity Investments
Greenwood Village, CO
08.2022 - Current
- Support nine Wealth Management Teams at the Cherry Creek Investor Center
- Explore ways to deepen and expand the relationship we have with clients
- Engage current and potential clients via outbound outreach
- Deepen client relationships through long term guidance.
High Net Worth Service Associate
Fidelity Investments
Greenwood Village, CO
03.2022 - 08.2022
- Take inbound calls to assist Premium and Private Client Group personnel
- Work with Financial Consultants and other business partners to assist managed accounts holders
- Assist online customers through a multi chat medium, handling multiple requests at a time.
Customer Relationship Advocate
Fidelity Investments
Greenwood Village, CO
01.2021 - 03.2022
- Build rapport with clients to find solutions to their financial questions and guide them to beneficial resources
- Take inbound calls and online chat requests from a range of different clients across Fidelity
- Study and gain new skillsets through training bundles while obtaining multiple licenses.
Administrative Assistant
Unique Manufacturing and Marketing
Arvada, CO
05.2020 - 11.2021
- Process 25-100 shipment orders daily using QuickBooks accounting software
- Pull products, package, and label customer orders for thousands of orders weekly
- Communicate with team members to ensure clarity and precision regarding shipments
- Help with warehouse organization as well as the production and manufacturing of products.
Education
Bachelor’s in Science of Business Administration Finance Emphasis -
Colorado Christian University
12.2020
Skills
- Client Engagement
- Customer Relationship Management
- Attention to Detail
- Time management
- Self-starter
- Strong Communicator
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Central Relationship Manager
Fidelity Investments
08.2022 - Current
High Net Worth Service Associate
Fidelity Investments
03.2022 - 08.2022
Customer Relationship Advocate
Fidelity Investments
01.2021 - 03.2022
Administrative Assistant
Unique Manufacturing and Marketing
05.2020 - 11.2021
Bachelor’s in Science of Business Administration Finance Emphasis -
Colorado Christian University
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