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Fidelity Investments - Client Management Representative Resume Example

Ella Peterson
XXXX XXXXX XXX, Fort Worth, TX 76123
Professional Summary
Highly accomplished financial advisor and analyst with success building a client base and improving internal controls. Provided superior customer support and education regarding financial position and strategies that meet set objectives.  Recipient of numerous achievement awards, special assignments and promotions due to excellent financial service and results.
  • Excel, including Pivot Tables and Macros.
  • MS Office Applications, including PowerPoint, Word, Access.
  • Working knowledge of VBA and SQL. 
  • Proficient with application and queries
Client Management Representative Dec 2013Present Fidelity Investments Fort Worth, TX
  • Educated clients on an ongoing basis regarding long term asset allocation.
  • Conducted suitability and compliance reviews with clients regarding their investment profile 
  • Provided education to clients regarding options, equities, fixed income, mutual funds and other trading strategies.
Investment Consultant Nov 2012Dec 2013 TD Ameritrade Fort Worth, TX
  • Increased asset by $30M as a result of proactive outreach to clients providing resources and education on smart investment practices.
  • Successfully analyzed financial information obtained from clients to determine strategies for meeting client financial objectives
  • Prepared presentations to present complex financial solutions to clients in an understandable format.
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Business Development Feb 2012Oct 2012 TD Ameritrade Fort Worth, TX
  • Improved department efficiency in reporting 15% by creating macros to calculate accurate metrics enabling associates to streamline workflow and improve efficiency. 
  • Improved client retention through regular client contact to determine customer needs, present financial status and explain available services. 
  • Responsible for daily productivity reporting for team.
Technology Representative Apr 2011Jan 2012 TD Ameritrade Fort Worth, TX
  • Recipient of Employee of The Month Award and thank you letter from senior management for excellence in customer support in addition to the “President's Club” trophy for achieving #1 ranking within department. 
  • Responsible for overseeing the mentoring program, training and coaching new employees on company systems, processes and best practices as well as techniques to produce effective referral leads
Financial Advisor Mar 2010Mar 2011 Morgan Stanley Smith Barney Roseville, CA
  • Reached the yearly production target of $1M of Assets Under Management
  • Conducted financial needs analysis with new and existing clients, completing comprehensive research and analysis of current financial condition and making knowledgeable recommendations for short and long term investment strategies to improve and increase client portfolios.
  • Organized and executed financial educational events for prospective clients, which resulted in an increase in client base and referrals.
BBA : Finance Dec 2009 University of Texas at Arlington Arlington, TX
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Resume Details

This is a real resume for a Client Management Representative in Fort Worth, Texas with experience working for such companies as Fidelity Investments, Td Ameritrade, Morgan Stanley Smith Barney. This is one of the hundreds of Client Management Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Client Management Representative resume.

Previous Companies:

  • Fidelity Investments
  • TD Ameritrade
  • Morgan Stanley Smith Barney

Previous Job Positions:

  • Client Management Representative
  • Investment Consultant
  • Business Development
  • Technology Representative
  • Financial Advisor


  • University of Texas at Arlington

Level of Education:

  • BBA

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