Jacob Strauss
Groton
Summary
Dynamic Customer Relationship Advocate at Fidelity Investments with expertise in account management and investment analysis. Proven ability to enhance client satisfaction through meticulous attention to detail and effective communication. Skilled in executing trades and financial transactions, fostering strong client relationships that drive repeat business and loyalty.
Overview
7
7
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Merrimack
07.2025 - Current
- Assist clients with their personal investment accounts including performing account maintenance, executing trades, and monetary transactions
- Demonstrate attention to detail in accounts while simultaneously personally connecting with clients
- Establish a strong understanding of the Finance industry along with specializing in several different financial interfaces and platforms.
Landscaper
Jeffrey Dries
Groton
08.2019 - 08.2025
- Developed expertise in gardening techniques and landscaping practices to create visually appealing, sustainable outdoor spaces.
- Executed a variety of services including mulching, garden construction, and seasonal cleanups.
- Deliver comprehensive landscaping services including snow removal, lawn maintenance, and masonry projects, enhancing client satisfaction and property value.
Server
The Lost Cowboy
Nashua
09.2024 - 06.2025
- Delivered high-quality customer service to ensure guest satisfaction, enhance repeat business and positive reviews.
- Managed a fast-paced environment by efficiently taking orders, delivering food, and processing payments while adhering to restaurant standards.
- Collaborated with kitchen staff to ensure accurate and timely food preparation, reducing wait times and improving guest experience.
Sales Associate
Groton Market
Groton
04.2022 - 08.2024
- Guided customers through alcohol selections with product knowledge, leading to informed purchases and repeat business.
- Efficiently operated cash register, managed inventory, and coordinated deliveries to maintain seamless store operations.
Server
Tavern in the Square
Tyngsboro
02.2023 - 04.2024
- Delivered exceptional service by relaying orders accurately to kitchen staff and providing personalized menu recommendations, contributing to increased guest satisfaction.
- Addressed customer complaints with professionalism, implementing prompt solutions that encouraged repeat business and loyalty.
- Gained hands-on experience in bar operations, specializing in beverage preparation and inventory management.
Education
Bachelor of Science - Business Administration, Sport Management
Southern New Hampshire University
Manchester, NH05-2025
Skills
- Customer relationship management
- Account management
- Sales support
- Conflict resolution
- Problem resolution
- Transaction processing
- Market research
Athletics And Teamwork
- Associate Council Fidelity Investments
- Southern New Hampshire University Club Frisbee
- Southern New Hampshire University Club Basketball
Licenses
- FINRA Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 63
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2025 - Current
Server
The Lost Cowboy
09.2024 - 06.2025
Server
Tavern in the Square
02.2023 - 04.2024
Sales Associate
Groton Market
04.2022 - 08.2024
Landscaper
Jeffrey Dries
08.2019 - 08.2025
Bachelor of Science - Business Administration, Sport Management
Southern New Hampshire University