Saúl De Avila
Midvale,UT
Summary
Client-focused financial professional with deep experience in relationship management, escalations, wealth operations, and philanthropic solutions for high-net-worth and ultra-high-net-worth households. With a proven background supporting charitable giving strategies including appreciated securities donations, Qualified Charitable Distributions (QCDs), and donor-advised fund coordination. Passionate about elevating the client experience and helping clients use wealth as a tool for impact.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Central Relationship Manager (CRM)
Fidelity Investments
02.2025 - Current
- Outbound relationship management role supporting clients across individual brokerage and retirement accounts.
- Deliver personalized guidance, appointment scheduling, and proactive client outreach for Financial Consultants.
- Manage service recovery, soft escalations, and complex service needs while keeping client experience at the center.
- Maintain high outbound volume targets and convert client conversations into meaningful planning appointments.
- Partner closely with multiple FCs to provide cohesive, holistic client follow-through.
Client Relationship Advocate (CRA)
Fidelity Investments
09.2023 - 2025
- Inbound phone support providing service and trade assistance across personal brokerage and retirement accounts.
- Supported clients with transfers, money movement, and general servicing questions.
Wealth & Investment Management Client Associate
Wells Fargo Private Bank
01.2022 - 01.2023
- Supported Portfolio Managers and Investment Strategists in servicing UHNW clients.
- Executed philanthropic and charitable transactions including appreciated securities donations, QCDs, and donor-advised fund contributions.
- Processed complex money movement requests with zero-error accuracy.
- Served multi-generational clients with tailored, relationship-driven support.
- Coordinated with internal partners to ensure seamless execution of investment, servicing, and reporting needs.
Escalated Complaints Analyst
Wells Fargo Home Mortgage Executive Office
01.2020 - 01.2022
- Handled high-stakes escalations requiring detailed investigation, root-cause analysis, and comprehensive client resolution.
- Served as mentor and coach for new team members.
- Led Quality Assurance efforts for accuracy, documentation, and regulatory compliance.
Licensed Senior Banker
Wells Fargo Advisors
01.2017 - 01.2020
- Supported small business and high-net-worth clients with banking, lending, and investment solutions.
- Provided product guidance tailored to long-term relationship needs.
Personal Banker
Wells Fargo Bank N.A.
01.2015 - 01.2017
- Built strong client relationships through personalized solutions.
- Served as interim branch manager overseeing daily operations.
Bank Teller
Wells Fargo Bank N.A.
01.2014 - 01.2015
- Conducted transactions with accuracy and efficiency.
- Supported day-to-day customer banking needs.
Education
Business Administration
Salt Lake Community College
Salt Lake City, UTSkills
- Client Experience & Advocacy
- Escalations & Complex Case Handling
- Ultra High Net Worth & Multi-Generational Wealth Support
- Charitable Giving & Philanthropic Operations
- Money Movement & High-Risk Transactions
- Building Managing Client Relationships
- Risk Identification & Mitigation
- Time-Sensitive Problem Solving
- Quality Assurance & Coaching
- Investment & Brokerage Servicing
Affiliations
SOHL (Support and Outreach for Hispanics & Latinos) - Associate Business Resource Group - Fidelity Investments
Wells Fargo at Works - Employer + Community Financial Resources Group
Certification
- Financial Management Certification - ECornell
- Life Insurance
- Series 6
- Series 7
- Series 63
- Series 66
- Certified Trust & Fiduciary Advisor - American Bankers Association (coursework completed)
Languages
French
Limited Working
Spanish
Native or Bilingual
Timeline
Central Relationship Manager (CRM)
Fidelity Investments
02.2025 - Current
Client Relationship Advocate (CRA)
Fidelity Investments
09.2023 - 2025
Wealth & Investment Management Client Associate
Wells Fargo Private Bank
01.2022 - 01.2023
Escalated Complaints Analyst
Wells Fargo Home Mortgage Executive Office
01.2020 - 01.2022
Licensed Senior Banker
Wells Fargo Advisors
01.2017 - 01.2020
Personal Banker
Wells Fargo Bank N.A.
01.2015 - 01.2017
Bank Teller
Wells Fargo Bank N.A.
01.2014 - 01.2015
Business Administration
Salt Lake Community College