Benjamin Trotter
Dorchester
Summary
Financial services professional with focus on fostering strong client relationships and delivering impactful results. Skilled in active listening, conflict resolution, and personalized service. Collaborative team player, adaptable to changing needs, and consistently reliable. Equipped with strong communication and problem-solving abilities, ensuring high customer satisfaction.
Overview
5
5
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
01.2024 - Current
- Provided personalized support to clients regarding their financial accounts, ensuring a positive customer experience
- Assisted clients with account management, product options, and transactions to help them meet their financial goals
- Collaborated with internal teams to resolve complex client issues efficiently
- Coordinated and facilitated team meetings weekly to drive strategic discussions and ensure alignment on key objectives
Waiter/Bartender
The Marshside
06.2021 - 10.2024
- Delivered high-quality service to a demanding clientele, effectively managing large parties
- Resolved customer issues swiftly, maintaining high satisfaction rates in a fast-paced environment
Training Supervisor
UPS
06.2020 - 08.2020
- Promoted to supervisor within two weeks, coaching new employees on safe and efficient work practices
- Ensured timely delivery of packages, consistently exceeding performance targets
Education
Bachelor of Science - Economics
Trinity College
Hartford, CT05.2023
Skills
- FINRA Series 7 - General Securities Representative (2024)
- FINRA Series 63 - Uniform Securities Agent State Law (2024)
- Voted as Team Marshall MVP (February, 2025)
Leadership And Athletics
- Pi Kappa Alpha, External Vice President, 12/21 - 05/22, Led an organization of 50+ members, organizing large events and fundraisers., Established a partnership with Circle of Care, supporting children with cancer.
- Trinity College Men's Track and Field, Sprinter, 09/19 - 05/22, 2020 Division III All-New England Honors - 4th place in DMR
Timeline
Customer Relationship Advocate
Fidelity Investments
01.2024 - Current
Waiter/Bartender
The Marshside
06.2021 - 10.2024
Training Supervisor
UPS
06.2020 - 08.2020
Bachelor of Science - Economics
Trinity College
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