Shahzeb P.

Client Support @Fidelity Investments

Oversee a client database of individuals, utilizing resources such as FocusPoint and Salesforce for accountmaintenance, daily activity review, fund transfers, and client administrative needs.• Service managed accounts ranging from 200K–8M, handling asset management, technical support, beneficiaryadditions, and account rollovers.• Consistently earned Fidelity’s Finest recognition by driving a 60% increase in team CPH, surpassing productivitybenchmarks, and exceeding client goals.• Aid clients with their retirement accounts, facilitating required minimum distributions, processing cashieringrequests, promptly addressing inquiries, and adeptly managing life events.