Tyler Stephens
Centerville,UT
Summary
I am a goal-oriented customer relationship associate with expertise in managing complex trade orders and providing solutions for client inquiries. Skilled in organizing team collaboration to improve service quality, resulting in increased customer satisfaction. I am licensed with the Series 7 and Series 63, demonstrating my commitment to professional growth and capability to learn. I am willing to relocate if needed.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Customer Relationship Associate
Fidelity Investments
Salt Lake City, Utah
10.2025 - Current
- Processed buy/sell and market/limit orders for mutual funds, stocks, and ETFs, along with client cash transactions over the phone.
- Acted as team lead in meetings and activities during onboarding, as well as cooperated with team members on ways to improve our team's output.
- Managed maintenance of diverse account types, including brokerage, Traditional and Roth IRA, Individual and Joint, UTMA/UGMA, 529, Trust, and Corporate.
Window Cleaner
Lakeview Window Cleaning
Bountiful, Utah
05.2021 - 09.2025
- I worked with my team to clean the windows to perfection, as I was taught.
- Managed a team of 2-3 other window cleaners, and made sure they performed well.
- Provided excellent customer service, which helped me build a consistent and reliable customer base.
Grocery Stocker
Walmart
Centerville, Utah
09.2020 - 03.2021
- I interacted with our handheld devices to organize and stock the correct shelves.
- Answered questions that customers had and helped them navigate around the store and find items.
Education
Associate of Science - General Studies
Weber State University
Ogden, UT12-2024
Skills
- Investment transactions
- Customer service
- Time management
- Attention to detail
- Trade execution
- Effective communication
- Problem solving
- Team leadership
- Ability to learn and adapt
Certification
- Series 7 and Series 63
Timeline
Customer Relationship Associate
Fidelity Investments
10.2025 - Current
Window Cleaner
Lakeview Window Cleaning
05.2021 - 09.2025
Grocery Stocker
Walmart
09.2020 - 03.2021
Associate of Science - General Studies
Weber State University