ROBERT GARDINER
Phoenix,AZ
Summary
Licensed financial services professional (SIE, Series 7, Series 63) with a strong foundation in trade execution, client service, and market awareness. Known for delivering accurate, timely support in high-volume environments while building trust with clients and teams alike. Excited to bring a detail-oriented, proactive approach to a team where precision and client service drive results.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Support Specialist
Fidelity Investments
Phoenix, AZ
07.2025 - Current
- Handled high volumes of inbound calls and online chats, delivering responsive and accurate support to clients across a range of brokerage and retirement account needs
- Executed client-directed trades across multiple asset classes, applying securities knowledge to ensure accurate order entry and compliance with client instructions
- Guided clients through retirement account management, including contributions, distributions, rollovers, and account maintenance for IRAs
- Processed money movement requests including transfers, wire transactions, and account funding, while resolving clerical and administrative needs with a focus on accuracy and client satisfaction
Core Technology Technician
Cox Communications
Scottsdale, AZ
02.2024 - 07.2025
- Install, maintain, and troubleshoot broadband and networking systems to ensure optimal performance for residential and business clients.
- Provide on-site technical support, diagnostics, and repair services while maintaining high standards of customer satisfaction.
- Collaborate with internal teams to resolve complex service issues and improve workflow efficiency.
- Uphold safety standards and compliance with all regulatory requirements in the field.
Associate Brokerage Representative
Charles Schwab
Scottsdale, AZ
01.2023 - 01.2024
- Executed client-directed trades across various investment products with precision and compliance.
- Communicated market insights and trade information, reinforcing trust with clients during volatile periods.
- Increased client satisfaction by providing prompt and accurate responses to inquiries regarding account information, transaction processes, and investment options.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Coordinated closely with operations team members to facilitate seamless execution of trades and expedite account updates, enhancing overall client satisfaction levels.
Lead Custodian
Palmcroft Church
Phoenix, AZ
05.2022 - 01.2023
- Directed a team of custodians, managed cleaning schedules, and enforced safety protocols.
- Oversaw event setup and teardown, coordinating with clients and internal teams.
- Acted as liaison with renters to resolve issues and ensure smooth event operations.
Barista
Starbucks Coffee Company
Scottsdale, AZ
04.2021 - 12.2022
- Crafted customized beverages while maintaining consistency and quality.
- Provided friendly, high-volume customer service in a fast-paced environment.
Custodian
Palmcroft Church
Phoenix, AZ
08.2017 - 04.2021
- Supported daily facility maintenance and event logistics.
- Worked collaboratively with the team to maintain cleanliness and readiness.
Front Desk Receptionist
Northwest Christian School
Phoenix, AZ
08.2016 - 05.2017
- Answered phones, greeted guests, and handled payments with accuracy.
- Supported front office operations and contributed to a welcoming atmosphere.
Education
High School Diploma -
Northwest Christian High School
Phoenix, AZ05.2019
Skills
- Trade Execution
- Retirement Account Regulations
- Client Relationship Building
- Market Awareness & Financial Acumen
- Operational Accuracy
- Attention to Detail
- Communication & Problem Solving
Certification
- - FINRA Securities Industry Essentials (SIE)
- - FINRA Series 7 - General Securities Representative
- - NASAA Series 63 - Uniform Securities Agent State Law Exam
Timeline
Client Support Specialist
Fidelity Investments
07.2025 - Current
Core Technology Technician
Cox Communications
02.2024 - 07.2025
Associate Brokerage Representative
Charles Schwab
01.2023 - 01.2024
Lead Custodian
Palmcroft Church
05.2022 - 01.2023
Barista
Starbucks Coffee Company
04.2021 - 12.2022
Custodian
Palmcroft Church
08.2017 - 04.2021
Front Desk Receptionist
Northwest Christian School
08.2016 - 05.2017
High School Diploma -
Northwest Christian High School