SAMUEL HUNT
Denton,TX
Summary
Experienced and dedicated High Net Worth Representative with a strong background in servicing clients' personal investing accounts. Possessing extensive knowledge of Fidelity's wide range of offerings, adept at assisting both new and seasoned investors. Utilizing exceptional communication skills, effectively supports clients and representatives in meeting their managed account needs.
Overview
7
7
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
06.2022 - Current
- Provided white glove service to some of Fidelity's most valuable clients
- Maintained strong calls per hour and customer satisfaction while processing complex transactions
- Processed complex transactions with Fidelity's managed accounts
- As part of the Launch program, led learning sessions with a team of new representatives to improve their KPI
- Led a call review session with the squad that maintains the Digital appointment schedule tool.
Customer Relationship Advocate
Fidelity Investments
08.2021 - 06.2022
- Served our client's needs empathetically while maintaining strong KPI's that earned a promotion after only 2 months
- As the OPA champion maintained a spreadsheet of the teams' schedules and distributed off phone time for the team.
Senior Warranty Representative
Lifetime Coatings
07.2017 - 08.2021
- Oversaw all warranty related work at a quickly growing epoxy flooring company
- Studied every step of the installation process to understand points of failure
- Managed scheduling and deadlines between Homeowners, Developers, Management, and installation crews to balance client and business needs.
Education
Bachelors of Economics -
University of North Texas
Denton, TXSkills
- Highly adaptable
- Effective communicator
- Results-driven
- Excellent task management
- Works across Fidelity
- Diligent processor
Licenses and Registrations
- SIE- Securities Industry Essentials Exam
- Series 7- General Securities Representative Exam
- Series 63 - Uniform Securities Agent State Law Exam
Timeline
High Net Worth Representative
Fidelity Investments
06.2022 - Current
Customer Relationship Advocate
Fidelity Investments
08.2021 - 06.2022
Senior Warranty Representative
Lifetime Coatings
07.2017 - 08.2021
Bachelors of Economics -
University of North Texas