Ross Munro
Tualatin,OR
Summary
Results-driven Financial Solutions Representative recognized for high productivity and efficient task completion. Skilled in financial analysis, client relationship management, and regulatory compliance. Excel at communication, problem-solving, and adaptability to ensure optimal service delivery and client satisfaction.
Overview
5
5
years of professional experience
Work History
Seasonal Store Advisor
On AG
Portland, OR
12.2025 - 01.2026
- Advised clients on product selections and usage for optimal results.
- Analyzed client feedback to inform product development and enhancements.
- Facilitated Run Club and other community events.
- Maintained stock levels and practiced operational excellence.
Client Service Specialist
Fidelity Investments
Tualatin, USA
01.2025 - 10.2025
- Supported High Net Worth clients (>$250K+) by managing inquiries on investment accounts, portfolio performance, retirement planning, and wealth strategies.
- Partnered with Financial Consultants and Relationship Managers to deliver tailored solutions, driving retention and deepening client relationships.
- Provided white-glove service by resolving complex account issues, coordinating with internal specialists (estate, tax, retirement planning), and ensuring compliance with firm policies.
Financial Solutions Advisor
Merrill
Portland, USA
05.2022 - 08.2024
- Developed and maintained relationships with high net worth clients through proactive outreach, outbound calling and quality customer service to ensure their ongoing satisfaction with services.
- Regularly analyzed market trends and socioeconomic factors to provide quality recommendations, leading to the sale of account services.
- Maintained relationships throughout the market to generate referral opportunities and leads, including teammate coaching and collaboration.
Financial Wellness Consultant
KeyBank
Portland, USA
04.2021 - 05.2022
- Managed and deepened client relationships through proactive outreach and connections to investment and mortgage referral partners.
- Spearheaded acquisition of new clients through community connections.
Education
Business Administration -
University of Maryland Global Campus
Tualatin, USASkills
- Effective Time Management
- Microsoft Office
- Ability to Work in a Team
- Customer Service
- Leadership Skills
- Communication Skills
- Marketing and Sales
- Account Management
- Sales
- Operations
- Management
- Sportswear
Timeline
Seasonal Store Advisor
On AG
12.2025 - 01.2026
Client Service Specialist
Fidelity Investments
01.2025 - 10.2025
Financial Solutions Advisor
Merrill
05.2022 - 08.2024
Financial Wellness Consultant
KeyBank
04.2021 - 05.2022
Business Administration -
University of Maryland Global Campus