High Net Worth Associate
Fidelity Investments
Greenwood Village
12.2020 - 10.2021
- Cultivated and strengthened relationships with new and existing clients while educating clients on account services and capabilities.
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote company compliance.
- Handled more than 50 complex customer calls per day.
- Facilitated trades on behalf of clients for various financial products including equities, fixed income, foreign currencies and financial derivatives.
- Resolved client concerns and errors through research and reconciliation.
- Conducted research to answer questions and handle issues using multiple systems and resources.
