Max Sebby
Colorado Springs
Summary
Dedicated Financial Customer Associate committed to bringing a high level experience for customers, helping them feel empowered by understanding their finances and actively listening to quickly satisfy needs. Encouraging team member with talents for team building, leading and motivating, as well as excellent relationship building skills.
Overview
6
6
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
06.2024 - 02.2025
- Provided exceptional service to Workplace Investing customers enrolled in 401(k) plans, ensuring compliance with IRS and plan-specific regulations while adhering to firm policies
- Led onboarding classes for four Omaha Region cohorts, facilitating call simulations and providing on-call support in a Peer Guide role with over 200 hours of experience
- Assisted new hires with call-related inquiries and conducted group and individual coaching on withdrawals, loans, account authentication, transactions, work items, and core company systems
- Conducted 'double jacking' call-listening sessions for new hire training and had customer interactions featured in Fidelity's internal call library
- Consistently achieved a graded call quality above 94%, maintained an average call handle time of 530 seconds, and exceeded all performance metrics during and after training
- Recognized by the Omaha/Covington Regional Director for outstanding customer experience surveys
- Served as the primary point of contact for new hire onboarding and average handle time optimization for my assigned floor team
Dog Walker
Wag! LLC
06.2021 - Current
- Interacted with a variety of clients, necessitating strong communication and customer service skills to gather information and explain issues or resolutions with the client
- Handled unexpected situations during services, gave direct attention to the needs and behaviors of different dogs by analyzing body language and determining the best course of action to resolve issues
- Managed multiple dog walking appointments efficiently each day, maintaining up to 7 regular clients a week
- Keep accurate records of walks, incidents, and schedules for pet parents to keep them updated on the service and the state of the house as requested such as; fresh water in bowls; dog in kennel; tv or lights turned off; ect
- Proactively used expertise in risk identification and management to avoid all potentially dangerous situations for the dogs in difficult environments
Dog Sitter
01.2022 - 10.2024
- Gained a high level of trust and integrity while handling client's pets and property while absent for multiple days or weeks
- Collaborated with pet parents to achieve tasks for their house outside of dog sitting duties
- Maintained excellent communication with pet parents to ensure their dog's well-being, providing pictures and messages frequently
- Made decisions in the best interest of the pets, such as in emergency health situations, using ethical judgment and stress management skills
- Paid close attention to the pets' behavior, dietary needs, and schedules to keep the pets as comfortable as possible
Host and Server
Sakura Bana
07.2019 - 03.2020
- Gave menu insights and learned the annunciation of items on the menu in Japanese to communicate effectively with the kitchen and sushi bar
- Actively promoted restaurant's food and drinks, contributing to sales
- Properly sanitized tables, work stations, and menus to ensure a comfortable dining environment
- Accurately processed payments and managed the register to give correct tips to each server, sushi chef, and host
- Greeted guests and provided exceptional customer service over the phone and in person
Personal Assistant
Arctic Fox/BLU Butterfly LLC
10.2022 - 12.2023
- Oversaw the production and mailing of product deliveries for clients
- Exhibited proficiency in computer literacy by solving issues with Shopify, HP Printers and business websites
- Facilitated transactions of goods from the household and handled delicate items for the client
- Maintained confidentiality with sensitive information about the business, new products, and product pricing
Co-Host
06.2021 - 10.2021
- Managed a community of 25 active members with one other analyst to educate members about trading the assets of stock, options, and crypto
- Used the platform Discord to create a user-friendly interface for members to navigate our education, charting, and other trading resources
- Designed social media posts and provided power-point lectures to promote the community and attract members
- Received positive reviews and feedback from members about the effectiveness of lessons, enabling them to have success without direct guidance
Trade Analyst
Premium Lifestyle LLC
03.2021 - 06.2021
- Managed an active community of over 80 members collaborating with three other analysts, maintaining a revolving schedule of lectures and live trading seminars
- Used the programs ThinkOrSwim desktop, TradingView, and Microsoft Powerpoint to construct lessons for the members
- Collaborated cross-functionally to enhance trading strategies, demonstrating the ability to work effectively with multi-disciplinary teams
- Analyzed single stocks and ETFs to identify trend, pattern, and breaking news trade ideas
- Evaluated the financial reports of companies to make informed decisions about reactions to earnings calls and investor events
Education
Highschool Diploma - AP Statistics, Honors Advanced Guitar
Central High School
Omaha, NESkills
- Client Relationships
- Workplace Investment
- Microsoft Products
- Attention to Detail
- Proficiency with Computer Programs
- Strategic Thinking and Problem Solving
- Engagement
- Financial Acumen and Account Management
- Efficiency and Innovation
- Technical Skills
- Clear and Effective Communication
- Collaboration
Other Relevant Activities
- Co-Hosted Trading Course, Trading Options and Crypto, 06/01/21, 10/31/21, Managed a community of 25 active members with one other analyst to educate members about trading the assets of stock, options, and crypto., Used the platform Discord to create a user-friendly interface for members to navigate our education, charting, and other trading resources., Designed social media posts and provided power-point lectures to promote the community and attract members., Received positive reviews and feedback from members about the effectiveness of lessons, enabling them to have success without direct guidance.
- Personal Assistant, Arctic Fox/BLU Butterfly LLC (Stephanie Tiger), 10/01/22, 12/31/23, Oversaw the production and mailing of product deliveries for clients., Exhibited proficiency in computer literacy by solving issues with Shopify, HP Printers and business websites., Facilitated transactions of goods from the household and handled delicate items for the client., Maintained confidentiality with sensitive information about the business, new products, and product pricing.
Timeline
Financial Customer Associate
Fidelity Investments
06.2024 - 02.2025
Personal Assistant
Arctic Fox/BLU Butterfly LLC
10.2022 - 12.2023
Dog Sitter
01.2022 - 10.2024
Dog Walker
Wag! LLC
06.2021 - Current
Co-Host
06.2021 - 10.2021
Trade Analyst
Premium Lifestyle LLC
03.2021 - 06.2021
Host and Server
Sakura Bana
07.2019 - 03.2020
Highschool Diploma - AP Statistics, Honors Advanced Guitar
Central High School
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Diana Villa LeonDiana Villa Leon
Retirement Associate at Fidelity InvestmentsRetirement Associate at Fidelity Investments
Todd CraneTodd Crane
Managing Director at Fidelity InvestmentsManaging Director at Fidelity Investments
Evan HolcombEvan Holcomb
Financial Services Representative at Fidelity InvestmentsFinancial Services Representative at Fidelity Investments
Danielle WorleyDanielle Worley
Diagnostic Medical Sonographer at Air ForceDiagnostic Medical Sonographer at Air Force