Noah Kirby
Hopkinton
Summary
Professional with focus on fostering strong client relationships and delivering impactful results. Skilled in active listening, conflict resolution, and personalized service. Collaborative team player, adaptable to changing needs, and consistently reliable. Equipped with strong communication and problem-solving abilities, ensuring high customer satisfaction. Currently pursuing further education as a CFA program participant.
Overview
2
2
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
03.2025 - Current
- Answering inbound calls assisting clients with money movement and trading
- Passed Finra SIE, Series 7, NASAA 63 in 4 month timeline
- Improved team performance through weekly metrics presentations
Ski Instructor
Pats Peak Ski Area
11.2024 - 03.2025
- Instructing skiers of all levels
- Create customized lesson plans
- Maintained a safe and supportive learning environment
Laborer
All American Walls & Pavers
05.2024 - 10.2024
- Excavation
- Custom Patio Work
- Collaboration with team members to achieve timely project completion
Sales Representative
Brinks Home Security
05.2023 - 07.2023
- Prospected and engaged new customers
- Presented product features and benefits
- Maintained detailed records
Education
BS - Business Studies
Southeastern University
Lakeland, FL12.2024
Skills
- Series 7
- Series 63
- MOS Certified
- Customer service
- Teamwork and collaboration
- Attention to detail
- Problem resolution
- Phone etiquette
- Call center experience
- Self motivation
- Product knowledge
- PowerPoint proficiency
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2025 - Current
Ski Instructor
Pats Peak Ski Area
11.2024 - 03.2025
Laborer
All American Walls & Pavers
05.2024 - 10.2024
Sales Representative
Brinks Home Security
05.2023 - 07.2023
BS - Business Studies
Southeastern University