Kasey King
Fort Thomas,KY
Summary
Investment solutions professional prepared to drive impactful results. Known for strong analytical results, financial acumen, and effective problem-solving. Prioritize team collaboration and adapt well to changing needs. Effective communicator with focus on client relationships and strategic planning.
Overview
3
3
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
09.2024 - Current
- Effectively communicated investment concepts to clients in a clear, concise manner that facilitated understanding and decision making.
- Navigated challenging market conditions by staying well-informed on global events impacting investments
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
High Net Worth Representative
Fidelity Investments
07.2024 - 09.2024
- Built upon my knowledge of a CRA and added precious metal trading and international wires to my skill set
- Streamlined service operations by implementing efficient processes for maintenance, complex trading needs and reporting with white glove treatment.
- Contributed actively in meetings sharing best practices and knowledge with peers to foster a culture of continuous improvement.
- Peer mentor to new hires that had joined the team through a structured 6 week program fostering confidence moving into there service role
Customer Relationship Advocate
Fidelity Investments
09.2022 - 07.2024
- Service varied customer needs, including balance inquiries, money movement, trading, and more
- Ask clarifying and open-ended questions to uncover the client’s need
- Foster an environment where clients are empowered to self-service
- Demonstrate empathy and passion for helping people
- Ensure an excellent customer service experience through a phone interaction
Skills
- Guidance and Coaching
- Cultivating Relationships
- Retirement planning
- Empathy
- Time management
- Multitasking Abilities
- Teamwork/ Collaboration
Timeline
Investment Solutions Representative
Fidelity Investments
09.2024 - Current
High Net Worth Representative
Fidelity Investments
07.2024 - 09.2024
Customer Relationship Advocate
Fidelity Investments
09.2022 - 07.2024
Licenses and Accolades
- SIE, Series 7, Series 63, Series 66
- 2022 Q3 EIA (Coaching)
- 2022 Q4 EIA (Coaching)
- Intermodal CSC of the year (TQL)
Extracurricular opportunities
- Peer mentor to new hires that had joined the team through a structured 6 week program fostering confidence and growth moving into there service role
- Volunteered as a representative for ISR open house
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