Sherrian Clark
Cincinnati,OH
Summary
Organized leader proficient in time management. Provides professional and courteous customer service with high levels of integrity and accuracy. Experienced in case management, leading digital, and using our resources to effectively manage my day.
Overview
8
8
years of professional experience
Work History
Branch POD/Wealth Management Service
Fidelity Investments
06.2019 - Current
- Provide white glove service to branch FCs, their team, and their clients. In my tenure I have supported multiple regions including New York, New Jersey, Midwest, and currently the NIC.
- Adapt quickly and remain flexible to changing environments in order to maintain productivity levels during periods of high transaction volumes.
- Maintaining strong communication with branch partners and clients by following case standards and diligently adding notes and updates to cases.
- As a senior rep on the team I help mentor new WMS reps, strengthen relationship with FCs by going into their meetings, and meeting with new RMs and PCs to show them how to best utilize WMS.
- I have maintained being a top third performer in calls and cases since starting on team 19 in August 2022
Inheritor Services Group
Fidelity Investments
10.2018 - 06.2019
- Joined SSG and then immediately did an 8 month loan with ISG
- Helped Beneficiaries navigate a difficult period by being their point of contact to gather what is needed to receive their portion of assets.
- Provided high levels of customer service to sensitive clients and provided a positive experience for possible new clients.
Full Trader
Fidelity Investments
04.2017 - 09.2018
- I strive to help as many customers as possible while providing excellent customer service by having a strong call process and a passion for helping our clients be successful
- Help our clients become more financially proficient by showing them how to navigate the website and understand the tools we have available
- Proactively engage our clients about their future financial goals while profiling the account for additional opportunities and ways to add value to the call
- Contribute to my team by providing daily matrix updates in order to ignite competition and help us grow together
- 2017 Q4 EIA Winner
- 2 Positive Escalations.
Education
Bachelor of Arts in Business and Organizational Management -
The University of Akron
Akron, OH05.2011
Skills
- Patience and Empathy
- Professionalism and Ethics
- Listening and Comprehension
- Flexibility and Adaptability
- Motivated High Achiever
Timeline
Branch POD/Wealth Management Service
Fidelity Investments
06.2019 - Current
Inheritor Services Group
Fidelity Investments
10.2018 - 06.2019
Full Trader
Fidelity Investments
04.2017 - 09.2018
Bachelor of Arts in Business and Organizational Management -
The University of Akron
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