Zacharey Moss
Fort Thomas
Summary
Accomplished Wealth Management Services Associate II at Fidelity Investments, adept in enhancing client satisfaction and portfolio growth through originality and decision-making. Skilled in quality assurance and client relationship building, consistently exceeding customer service expectations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Wealth Management Services Associate II
Fidelity Investments
09.2023 - 08.2024
- Enhanced client satisfaction by delivering personalized wealth management solutions and strategies.
- Increased assets under management by proactively identifying opportunities for portfolio growth within existing accounts.
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
- Identified new business opportunities by networking and building strong relationships with potential clients.
- Maintained compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures.
- Developed and maintained strong relationships with clients to maximize satisfaction.
High Net Worth Associate I
Fidelity Investments
10.2022 - 09.2023
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
- Navigated challenging market conditions skillfully; provided insight to clients during periods of market volatility.
- Maintained strict compliance with industry regulations and company policies while executing transactions on behalf of clients.
- Collaborated with cross-functional teams to create comprehensive wealth management strategies, addressing diverse client needs.
Client Relationship Associate
Fidelity Investments
09.2021 - 10.2022
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Actively participated in professional development opportunities, staying current with industry best practices and emerging trends to better serve clients and contribute to team success.
- Delivered timely updates on account status and performance metrics, enabling clients to make informed decisions about their investments.
Restaurant General Manager
City Goat
04.2019 - 09.2021
- Maintained high standards of food quality by reviewing orders, overseeing preparation and monitoring food safety.
- Purchased adequate quantities of necessary restaurant items, including food, beverages, equipment and supplies.
- Protected business, team members and customers by monitoring alcohol consumption and keeping operation in line with legal service requirements.
Bartender
Hebron Brew Haus
04.2015 - 04.2019
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Maintained secure cash drawers, promptly resolving discrepancies for accuracy.
- Polished glassware, bussed tables and removed debris to keep customer areas fresh and clean.
- Set up bar for operation, obtained cash bank and stocked service bar.
- Upsold daily specials and beverage promotions to exceed daily sales goals.
- Set up glassware, liquor and other necessary supplies for special events.
- Managed accurate register and produced daily sales reports backing up inventory usage numbers.
Receiving Lead
Home Depot
02.2013 - 03.2015
- Double-checked cargo inventories and documentation for accuracy.
- Unloaded pallets and deliveries and organized products in warehouse.
- Orchestrated efficient routing by producing accurate shipping documentation and package labels.
- Worked with inventory managers and unloaders to plan deliveries.
- Recorded regular progress and issues with products.
- Worked with vendor representatives to resolve damaged shipments and item shortages, protecting company interests and financial targets.
Education
New Richmond High School
New Richmond, OHSkills
- Decision Making
- Performance Assessment
- Cost Reduction
- Know Your Customer
- Client Retention
- Regulatory Compliance
- Problem-solving abilities
- Sales Promotion
- Supplier Monitoring
- Quality Assurance
- Team Leadership
- Recruitment and Hiring
Certification
Food Safety Certified since 2020
Series 63 - Uniform Securities Agent State Law Examination Since June 13th 2022
Series 7TO - General Securities Representative Examination Since June 2nd 2022
SIE - Securities Industry Essentials Examination since May 19th 2022
Timeline
Wealth Management Services Associate II
Fidelity Investments
09.2023 - 08.2024
High Net Worth Associate I
Fidelity Investments
10.2022 - 09.2023
Client Relationship Associate
Fidelity Investments
09.2021 - 10.2022
Restaurant General Manager
City Goat
04.2019 - 09.2021
Bartender
Hebron Brew Haus
04.2015 - 04.2019
Receiving Lead
Home Depot
02.2013 - 03.2015
New Richmond 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)
NANDINI RAJANNANDINI RAJAN
Lead Scrum Master at Fidelity InvestmentsLead Scrum Master at Fidelity Investments
Todd CraneTodd Crane
Managing Director at Fidelity InvestmentsManaging Director at Fidelity Investments
Jacob OsborneJacob Osborne
Buy-ins / Fail Control Anaylst at Fidelity InvestmentsBuy-ins / Fail Control Anaylst at Fidelity Investments
Michael AndersonMichael Anderson
Housekeeping Aid at Cincinnati VA Medical CenterHousekeeping Aid at Cincinnati VA Medical Center