Ryan Fox
Westlake,TX
Summary
Utilize keen attention to detail and adaptability to enhance relationships with Fidelity's retail clients by ensuring account profiles are up to date, trading needs are met, and provide guidance on use of digital tools.
Assist other teams in driving business development by directing clients to appropriate business units for the best client experience.
A team player actively engaged in best practice sharing to optimize team performance, providing resourceful feedback to encourage others' problem solving and critical thinking.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Trading Specialist 1
Fidelity Investments
05.2024 - Current
- Assist clients with Trading mostly focused around margin and options.
- Provide education on tools and resources available for better client trading experience
- Assess clients needs by utilizing expanded path and seeking opportunities to gain client loyalty.
- August-September stats, CEI 77%, CPH 6.1, Trade accuracy 100%, Interaction call model avg. 4
Customer Relationship Advocate
Fidelity Investments
02.2023 - 05.2024
- Assist clients with service needs including trading, deposits, withdraws, and account maintenance.
- Provide exceptional service and connecting intentionally with clients to earn CEI-78% average last 6 months
- Maintained 5.9 CPH over last 6 months by addressing clients queries and concerns in a timely and efficient manner to ensure high levels of satisfaction and retention.
- EIA winner, Q2 2023, member of FiVE and Fidelity Cares
Customer Service Engineer
Bell and Howell, LLC
05.2017 - 02.2023
- Foster positive customer relations and a high degree of customer satisfaction by communicating effectively with customers.
- Schedule and perform regular predictive/preventive maintenance inspections on equipment.
- Provide support by managing parts inventory with over 500+ parts, customer service calls to multiple locations and preventative maintenance schedules.
Aviation Electronics Technician
US Navy
05.2013 - 05.2017
Education
Bachelor of Science - Aviation Management
Liberty University
Skills
- Attention to Detail
- Adaptability
- Problem Solving
- Critical Thinking
- Educating/Teaching
Certification
FINRA, Series 7
FINRA, Series 63
Timeline
Trading Specialist 1
Fidelity Investments
05.2024 - Current
Customer Relationship Advocate
Fidelity Investments
02.2023 - 05.2024
Customer Service Engineer
Bell and Howell, LLC
05.2017 - 02.2023
Aviation Electronics Technician
US Navy
05.2013 - 05.2017
Bachelor of Science - Aviation Management
Liberty University
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