Sommer Mead
Lexington
Summary
Talented Client Associate focused on building strong relationships with high-net-worth clients while supporting advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
4
4
years of professional experience
Work History
High Net Worth Service Associate
Fidelity Investments
07.2024 - Current
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled high-volume calls, effectively addressing customer needs while maintaining professionalism.
- Managed client accounts by updating information and processing transactions accurately.
Customer Relationship Advocate
Fidelity Investments
03.2023 - 07.2024
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor or the correct department.
- Responded to customer requests for products, services, and company information.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Optimized trading execution by utilizing advanced technology platforms to monitor market movements closely.
Private Banking Senior Client Service Associate
Fifth Third Bank
06.2021 - 03.2023
- Assisted clients with preparing financial plans, conducting investment research and completing transactions to assess and meet financial goals.
- Supported four private bankers who had a client book of up to 1-200 clients that hold at least 2MM in assets or more.
- Generated the highest transaction count in our division among all client service associates, exceeding 750 transactions for the year of 2022.
- Facilitated new client onboarding process and account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
High School Diploma -
Oak Hills High School
Cincinnati, OH05.2016
Skills
- Administrative Support
- Customer Retention
- Selling Skills
- High-Volume Environments
- Excellent Verbal Communication Skills
- Wealth Management
Licenses
Securities Industry Essentials (SIE)
Series 7
Series 63
Timeline
High Net Worth Service Associate
Fidelity Investments
07.2024 - Current
Customer Relationship Advocate
Fidelity Investments
03.2023 - 07.2024
Private Banking Senior Client Service Associate
Fifth Third Bank
06.2021 - 03.2023
High School Diploma -
Oak Hills High School
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