Stephen Wise
Manchester,NH
Summary
Experienced financial services associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in generating leads and providing portfolio guidance with proper suitability. Team player that will bring unique skills and motivating attitude to the team.
Overview
5
5
years of professional experience
Work History
Fixed Income Specialist
Fidelity Investments
08.2022 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Worked with multiple business partners to further grow relationship with clients and increase overall profitability to the company.
Stock Plan Consultant
Fidelity Investments
02.2021 - 08.2022
- Provide education and support to SPS participants regarding the following: grants, stock options, employee stock purchases and restricted shares.
- Identify additional business opportunities in participants plans and create a lasting relationship with Fidelity
- Upskilled to use PGC tool to effectively analyze retirement score and position long term relationship building with other business units.
Stock Plan Associate
10.2020 - 02.2020
- Assist Stock Plan Services participants with a variety of Plan Administration requests as well as educate them on Equity Award plans including:
- ESPP plans, SOPs, RSU/RSA grants, Performance awards, SARs
- Leverage business partners for guidance and processing
- Maintain high levels of Participant and Plan Sponsor satisfaction
High Net Worth Associate
10.2019 - 10.2020
- Own the management of the case, research the issue and communicate the solution to the client
- Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and other specialized monetary requests
- Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request.
Customer Relationship Advocate
09.2018 - 10.2019
- Assisted clients with needs over the phone: Verification of client, account management, Mutual Fund trades, Equity trades, general financial needs
- Worked closely with a variety of internal departments for client satisfaction.
Education
Associate of Science - Business Administration
Southern New Hampshire University
Hooksett, NH04.2018
Skills
- Fixed Income Specialty
- Equity Compensation Specialty
- High Net Worth Relationship building
- Extremely organized
- Plug N play team player
- Excellent presentation skills
- Sales Expertise
- Self driven competitive attitude
Accomplishments
- Received an Excellent Performance for year 2019
- MVP and MCA award recognition
- February and March 2020 performance recognition
- Mentor in the 2021 Merrimack Mentor Program
- Dedicated double jacker volunteer in every role
- Site wide recognition in May 2023 for performance
Timeline
Fixed Income Specialist
Fidelity Investments
08.2022 - Current
Stock Plan Consultant
Fidelity Investments
02.2021 - 08.2022
Stock Plan Associate
10.2020 - 02.2020
High Net Worth Associate
10.2019 - 10.2020
Customer Relationship Advocate
09.2018 - 10.2019
Associate of Science - Business Administration
Southern New Hampshire University
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