Ryan DeBruyckere
Windham,NH
Summary
Customer Relationship Advocate bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty. Looking to expand my career into Planning & Advice.
Overview
3
3
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
02.2023 - Current
- Serviced various customer needs through inbound calls ranging from securities trading, money movement, and client service needs.
- Established rapport and relationships with customers and the team through effective communication.
- Answer questions and provide resources to deepen customer understanding and build confidence.
Legal Assistant
Legacy Care Law Firm
09.2021 - 12.2022
- Prepared and drafted various estate planning documents including trusts, wills, and real estate transfer documents.
- Actively participated in the EOS Worldwide Organization Leadership Method as a member of the firm's leadership team.
- Met with attorneys and clients to foster relationship conversations to understand complex estate planning needs.
Client Services Assistant
Legacy Care Law Firm
11.2020 - 09.2021
- Delivered exceptional service to every client by leveraging extensive knowledge of the firm's services and creating welcoming, positive experience.
- Worked with clients, municipalities, and financial institutions to solve complex estate planning problems.
Education
MBA - Master's of Business Administration
Purdue University - North Central
Westville, IN05.2025
Bachelor of Science - Business Administration - Accounting
Southern New Hampshire University
Hooksett, NH02.2023
Skills
- FINRA Series 7 & 63 License
- Financial & Cost Accounting
- Microsoft Office Tools
- Statistical Analysis
- Clear and Concise Communication Skills
- Operational Leadership Skills through EOS
Timeline
Customer Relationship Advocate
Fidelity Investments
02.2023 - Current
Legal Assistant
Legacy Care Law Firm
09.2021 - 12.2022
Client Services Assistant
Legacy Care Law Firm
11.2020 - 09.2021
MBA - Master's of Business Administration
Purdue University - North Central
Bachelor of Science - Business Administration - Accounting
Southern New Hampshire University
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