Samuel Arrigo
Manchester,NH
Summary
Dynamic professional with a strong work ethic and expertise in client education and investment knowledge from Fidelity Investments. Excelled in enhancing client understanding and executing trades efficiently. Proven ability in customer relationship management and technical troubleshooting, driving client satisfaction. Enthusiastic about leveraging Salesforce skills to deliver exceptional service and support.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Support Specialist
Fidelity Investments
Merrimack, New Hampshire
01.2023 - Current
- Educated clients on Fidelity services, policies, and financial products to enhance understanding.
- Assisted clients with inquiries regarding investment options and account management.
- Provided technical support for online account access and transaction processing.
- Executed trades and processed client transfers efficiently.
Server
The Flight Center
Manchester, New Hampshire
11.2021 - 10.2022
- Provided excellent customer service to enhance dining experiences.
- Assisted in training new servers on menu items and service protocols.
- Took orders and accurately entered them into the point-of-sale system.
Education
High School Diploma -
Manchester Central High School
Manchester06-2021
Skills
- Client education
- Technical troubleshooting
- Investment knowledge
- Trade execution
- Customer relationship management
- Customer-facing communication
- Client service excellence
- Trained in Salesforce
- Strong work ethic
Certification
- Series 7
- Series 63
- SIE
Timeline
Client Support Specialist
Fidelity Investments
01.2023 - Current
Server
The Flight Center
11.2021 - 10.2022
High School Diploma -
Manchester Central High School
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