Jonathan Brady

• Engage with customers,respond to their inquiries, and as a technical expert support beneficiaries and clients through the reregistration and funding process.
• Represent the Fidelity Value proposition with new clients or prospects as I onboard them to working with Fidelity Investments.
• Deliver efficient and responsive resolution while exemplifying the standard of ownership.
• Correspond with customers through several channels including inbound and outbound phone calls, letters, and emails to quickly communicate and progress closure of a case.
• Uncover Opportunities and identify financial needs while partnering across the organization to further support the new clients financial success.

• Educates participants’ decision making with their equity compensation plans.
• Determines appropriate Fidelity product or planning solution for participant need.
• Partners with other functions and roles within the organization to drive addition business.
• Proficient in Salesforce and other Fidelity internal trading and transaction platforms.

• Mentored junior consultants, fostering knowledge sharing and professional development within the team.
• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
• Gathered, organized and input information into digital database.
• Evaluated customer needs and feedback to drive product and service improvements.
• Educated staff on organizational mission and goals to help employees achieve success.

• Managed customer inquiries through multiple channels, ensuring timely and accurate responses.
• Developed strong relationships with clients, enhancing customer satisfaction and retention rates.
• Collaborated with cross-functional teams to resolve complex customer issues effectively.
• Analyzed customer feedback to identify trends and improve service delivery processes.
• Obtained Series 7 and Series 63 licenses
• Executed various securities trades for personal investing clients
• Initiated wire transfers and basic cash transactions when required
• Collaborates with specialty trade, transition services, and other teams to meet client need

• Processed high volumes of orders efficiently using order management systems.
• Adhered to strict performance standards such as error rates, data accuracy, and customer satisfaction ratings, consistently meeting or exceeding expectations.
• Handled sensitive customer information with utmost confidentiality while adhering to company policies and regulations.
• Resolved customer inquiries efficiently, enhancing overall satisfaction and retention.
• Maximized efficiency within the team environment via active participation in weekly meetings, offering suggestions for process improvement or other collaboration opportunities.
• Handled difficult situations with professionalism, maintaining composure even during challenging calls with frustrated or upset customers.