Ryan Kelly
San Diego,,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
High Net Worth Representative
Fidelity Investments
03.2024 - Current
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues
- Maintained strict compliance with industry regulations and company policies while executing transactions on behalf of clients
- Helped clients make informed decisions about financial future
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
Customer Relationship Advocate
Fidelity Investments
01.2023 - 03.2024
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
- Collaborated with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
Sales Associate
Lululemon Athletica
11.2021 - 08.2023
- Processed transactions using a point-of-sale system.
- Built relationships with customers to encourage repeat business.
- Conducted inventories on a regular basis to track stock levels.
Education
Associate of Business Administration -
Point Loma Nazarene University
San Diego, CA05-2021
Skills
- Client Education
- Technical Support
- Teamwork and Collaboration
- Problem-Solving
- Relationship Building
- Effective Communication
Certification
- Series 7 and 63 licenses
Timeline
High Net Worth Representative
Fidelity Investments
03.2024 - Current
Customer Relationship Advocate
Fidelity Investments
01.2023 - 03.2024
Sales Associate
Lululemon Athletica
11.2021 - 08.2023
Associate of Business Administration -
Point Loma Nazarene University
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