My current role at Fidelity see's me taking on a whole variety of challenges to ensure a seamless and efficient experience is given to our clients. As one of the most experienced associates within the Academy, I am dealing with the more complex queries and enjoy the diversity of what my role entails. These include some of the following;
- Being chosen to assist the launch of a multi million pound project
- Generating leads to our Wealth service including new business leads
- Floor walking the less experienced teams on the floor to answer any questions and check the validity of work before being processed to different teams
- Dealing on client accounts; including buying, selling and switching.