TAYLOR HALL

Internal ETF Wholesaler responsible for establishing and growing client relationships, uncovering opportunities and driving Investment Product sales with Financial Advisors.

• Developed and maintained strong knowledge of ETF products through self led research across both Fidelity's investment offering and competitor offerings.
• Contacted potential and existing Advisor clients to build interest in Fidelity's ETF line in pursuit of growing AUM.
• Educated Advisors in Fidelity's ETF offering, using ETFs in Portfolio Construction, history of ETFs and ongoing trends within the ETF industry.
• Leverage by both internal and external wholesale teams to present to Desk and Field clients as a SME in Fidelity's ETFs.
• Crafted internal and external communication regarding upcoming changes within Fidelity's ETFs(conversions, new ETFs, pricing changes) along with firm specific changes in ETF availability and firm specific sales features of Fidelity ETFs.
• Partnered with multiple business units across FI in reviewing sales, documenting customer concerns/demands, and identifying new opportunities to drive Fidelity's ETF initiatives.
• Researched, evaluated and ran comparative analysis against competitor ETFs within Advisor models/ individual portfolios.
• Recognized and interpreted Fidelity ETF flow trends within all asset classes and management styles (Active, Passive, Smart-Beta) by leveraging internal resources.
• Analyzed metrics using Morningstar Direct, Internal Fidelity Data, Fidelity's webpages and other ETF provider sites to measure Fidelity ETF product performance as compared to the broader market offerings in both ETFs and Mutual Funds.
• Supported sales productivity increase, business growth and representation of Fidelity's ETFs by working with L&D to thoughtfully develop and effectively deliver training to both existing and newly hired associates. Prepared and presented supplementary learning material to support structured lessons.
• Performed effectively in self-directed work environment, managing day-to-day operations, best use of time and pursuit of top sales opportunities.
• Contributed to event marketing, sales and brand promotion.
• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
• Extensive network built out across Intermediary Investment Sales and Distribution, Investment Product Management, Fidelity ETF Capital Markets, and FI Relationship Management.

Participant in Inside Intermediary Sales Desk Training and Development Program.

• Primary responsibility consulting with financial advisors and institutional clients thru inbound calls.
• Provided positive first impressions to welcome existing, new, and potential customers.
• Problem resolution in uncovering the Advisor’s need and routing to the appropriate Fidelity contact.
• Build fundamental knowledge of Advisor marketplace, Fidelity's Value Prop as a wholesale business partner and the investment offerings thru Fidelity.
• Generated new sales leads to assist the insides sales desk in achieving and exceed monthly sales goals.
• Scheduled & consulted with prospects to uncover new opportunities and drive business development within Fidelity Product Solutions.

Customer Service Representative supporting RIA's that Custody with Fidelity Investment under Fidelity Client Experience Group.

• Assisted large volume of customers every day with positive attitude and focus on customer satisfaction.
• Responded to customer calls and emails to answer questions about products and services.
• Utilized active listening skills to identify customer needs and provide appropriate solutions.
• Maintained and managed customer files and databases.
• Coordinated with operations staff to resolve service problems and boost client satisfaction.
• Communicated with clients regarding account services, statements, and balances.
• Educated clients on account services and resolved client inquiries regarding statement information and account balances.
• Collaborated with other departments to develop ways to increase customer satisfaction.
• Investigated and resolved customer inquiries and complaints quickly.

Client Manager for retail clients inheriting Retirement/Brokerage account on Schwab's platform and/or representing the estate of a deceased Schwab client.

• Primary point of contact for death/divorce support with beneficiaries of Brokerage/Retirement accounts
• Educated in process of death/divorce distributions and regulatory processes
• Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
• Reviewed and analyzed formally prepared contracts and other legal documents to identify process for clients.

Transaction Processor within the Fidelity Client Experience Group responsible for the establishment of new accounts, processing of account maintenance and money movement transactions for Custody RIAs.

• Received and reviewed incoming documents and materials.
• Verified accuracy of data before transcribing.
• Double checked accuracy of hard copy paperwork and rectified any issues.
• Entered data into computer tracking system and filed paperwork according to procedures.
• Interacted regularly with peers and management to pursue continuous improvement of facility operations and promote teamwork-focused environment.
• Implemented effective strategies for processor optimization based on insights.
• Led routine maintenance and troubleshooting tasks for reduced downtime.
• Collaborated with other departments to optimize production workflows.
• Trained new production staff members on safe and efficient production procedures and proper machine operations.
• Used problem-solving and issue-resolution skills to promptly and successfully address production problems.