Samuel Bouthillier
Keller
Summary
Customer Relations Advocate at Fidelity Investments. Bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Strengths include Servant Leadership, Time Management, and Communication. Achievements include gaining substantial digital marketing and social media platforms skills at the University of Texas Arlington. Receiving SIE, series 7, and series 63 financial licenses. Becoming efficient in money movement, trading mutual funds, equity, and margin and options. Performing statistically and pushing the bar higher each month in my current position. Seeking to deliver results and enable high performance in my future role.
Overview
5
5
years of professional experience
Work History
Customer Relations Associate
Fidelity Investments
10.2022 - Current
- Specialize in providing clients with positive and professional experiences through interaction and assistance on a variety of needs via incoming calls.
- Actively listened to customers, handled concerns quickly.
- Handled customer inquiries and suggestions courteously and professionally.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Communicated efficiently with hundreds of clients per month.
- Guide clients through complex technical topics, through financial questions, and through webpage navigation.
- Disbursed funds to clients via check, EFT, bank wire, etc. Contributed funds for client’s accounts using standing bank instructions.
- Transform client strategy into results via trading equities, mutual funds, and options.
Pet Caretaker, Walker, and Home Steward
Self Employed
02.2018 - 08.2022
- Provide Pet Services to clients through walking, drop-in visits, home care, etc.
- Built a book of business through personal sphere of influence, outside networking, referrals, etc.
- Managed multiple clients daily and adapt to schedule changes, cultural diversity, situational variation, etc.
- Problem solving to overcome obstacles that could be detrimental to clients’ homes and family pets.
- Maintain great customer relations through strong communication skills (face to face, phone call, email, text message).
- Provide flexibility to clients and exceed expectations by creating a genuine relationship and going out of the way to contribute to clients’ personal needs.
Education
BBA - Marketing And Management
The University of Texas At Arlington
Arlington, TX05.2022
Associate of Arts -
Tarrant County College District
Fort Worth, TX05.2020
Skills
- Interpersonal Communication Skills
- Strategic Thinking
- Problem Resolution
- Time Management
- Adaptable
- Active Listener
- Team Player
- Relationship Builder
- Servant Leader
- Trade Executions
- Customer Care
- Conflict Management
Volunteer Experience
- North Richland Hills Outreach Initiative Co-Leader: Provide Veterans, Elderly, Single Parents, and Disabled with various yard/home improvements.
- Student Leader: Volunteer Leader of 8th Grade Boys. Mentor and lead them in Activities and Small Groups
- Men’s Young Adult Group Leader: Lead group of young men in biblical study and discussion.
- Altar Ministry: Provide prayer for those with prayer request.
Timeline
Customer Relations Associate
Fidelity Investments
10.2022 - Current
Pet Caretaker, Walker, and Home Steward
Self Employed
02.2018 - 08.2022
BBA - Marketing And Management
The University of Texas At Arlington
Associate of Arts -
Tarrant County College District
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