Erik Starks
Towson
Summary
Dynamic financial professional with a proven track record at Fidelity Investments, excelling in customer service and relationship building. Adept at uncovering client needs and implementing tailored solutions, enhancing satisfaction and loyalty. Committed to continuous improvement and teamwork, leveraging strong interpersonal skills and process optimization to drive success and help more people.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Representative
Fidelity Investments
06.2024 - Current
- Met with customers to assess needs, financial status, and implement solutions for service related tasks.
- Built strong relationships with clients and associates through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in benefit programs, corporate training programs and utilizing mentorship within the company.
- Collaborated with cross-functional teams to develop client and associate satisfaction
- Uncovered planning opportunities for advisors at the firm through targeted outreach and discovering unstated needs.
- Increased client satisfaction by providing excellent customer service and personalized solutions.
Financial Services Representative
Fidelity Investments
12.2023 - 06.2024
- Provided excellent customer service, resolving issues quickly and effectively.
- Maintained up-to-date knowledge of industry regulations and company policy to deliver best experience to customers.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve proficiency within the role improve overall associate performance.
Assistant to Advisor
InFocus Financial Advisors
04.2023 - 12.2023
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
Education
Bachelor of Science - Finance
Salisbury University
Salisbury, MD05-2024
Skills
- Customer service
- Relationship building
- Process improvement
- Time management
- Multitasking Abilities
- Reliability
- Active listening
- Detail-oriented
Accomplishments
Awarded the Excellence in Action Award (EIA) which demonstrates positive team impact and client commitment.
Recognized for dozens of positive client interactions and associate feedback directed to management in the forms of letters, voicemails and in person conversation.
Certification
Securities Industries Essentials (SIE), Series 7, Series 66, Maryland Life and Health Insurance License, Notary Public
Timeline
Financial Representative
Fidelity Investments
06.2024 - Current
Financial Services Representative
Fidelity Investments
12.2023 - 06.2024
Assistant to Advisor
InFocus Financial Advisors
04.2023 - 12.2023
Bachelor of Science - Finance
Salisbury University
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