Client Associate
- Comptabilité / Contrôle de gestion As an client associate I provide support and information in regards to financial assets in relation to global investments accounts. Such as ISA's , investment ISA's, GIA's, JISA's and a small amount of SIPP accounts. Also I encourage the usage and navigation of the Fidelity's online platform assisting with online journey's over the phone and via written communication.
I assist independent financial advisors with fund switches ISA top ups our buys. Also the OIEC buys sells or switches. I ensure it is as stream line an experience as possible.
I deal with extremely high call volumes especially at end of tax year ensuring all relevant information is relayed and received. I upscale and provide support in relation to the companies products and features.
I take ownership in my role addressing root causes of issues and resolve them to the complete satisfaction of each client.
Actively work to meet all goals and targets team related or individual.
and was the Team social representative.