NICHOLAS OWENS
Kingston,NH
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative II
Fidelity Investments
01.2024 - Current
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide the highest level of expertise in advising clients.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Assisted clients with portfolio rebalancing, ensuring optimal asset allocation for risk tolerance and investment objectives.
- Provided ongoing support and education for clients, empowering them to make informed decisions about their investments.
Investment Solutions Representative
Fidelity Investments
05.2023 - 01.2024
- Enhanced client satisfaction by providing tailored investment solutions and personalized financial advice.
- Developed comprehensive financial plans to help clients achieve their long-term financial goals.
- Built strong relationships with clients, establishing trust and fostering loyalty through consistent communication and excellent service.
High Net Worth Associate
Fidelity Investments
07.2022 - 05.2023
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Educated clients on financial topics and best practices.
- Educated clients on potential risks and rewards associated with various investments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Self-motivated, with a strong sense of personal responsibility.
Customer Relationship Advocate
Fidelity Investments
08.2021 - 07.2022
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Answering questions about client account balances
- Guiding clients to appropriate online financial resources
- Helping them feel more confident and make clearer financial decisions
- Educating on options to improve their financial security and achieve their financial dreams.
- Provided primary customer support to internal and external customers.
Advisor
New York Life
11.2020 - 08.2021
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
Medical office coordinator
Core physicians
08.2019 - 11.2020
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations
- Complete insurance or other claim forms
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records
- Maintain medical records, technical library, or correspondence files
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
Teller
TD Bank
07.2018 - 08.2019
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due
- Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Education
Bachelors - Business Administration
Southern New Hampshire University
Manchester, NH12.2024
Associate of Science - Business Administration
NHTI - Concord's Community College
Concord, NH05.2019
Skills
- Client Contact
- Client Support
- Interpersonal Communication Skills
- Client Rapport-Building
Certification
- Series 7
- Series 63
- Series 66
Timeline
Investment Solutions Representative II
Fidelity Investments
01.2024 - Current
Investment Solutions Representative
Fidelity Investments
05.2023 - 01.2024
High Net Worth Associate
Fidelity Investments
07.2022 - 05.2023
Customer Relationship Advocate
Fidelity Investments
08.2021 - 07.2022
Advisor
New York Life
11.2020 - 08.2021
Medical office coordinator
Core physicians
08.2019 - 11.2020
Teller
TD Bank
07.2018 - 08.2019
Bachelors - Business Administration
Southern New Hampshire University
Associate of Science - Business Administration
NHTI - Concord's Community College
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