Daniel Hart Email & Phone Number

Indianapolis, IN, US

Indiana, United States

The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. I help keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.The Skills I BringFacilitating in setting targeted.

United States

• The Purpose of the Role-
• Obtained the Series 9 and Series 10 licenses within a 90 day period to have the authority to resolve client complaints.
• Providing in-the-moment technical expertise via internal phone calls with Customer Relationship Advocates, High Net Worth Associates, and other business partners
• Supporting the proficiency of associates during scheduled coaching sessions regarding policy.
• Advocating for changes in Policy and Procedures that effect both associates… Show more -The Purpose of the Role-
• Advocating for changes in Policy and Procedures that effect both associates and clients

Salt Lake City, Utah, United States

• Process customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
• Utilize an abroad-based knowledge and understanding of general financial planning conceptsproven customer service, client support and problem resolution skills to assist clients in their investing needs.
• Act on effective consultative skills to enrich the customer experience for our clients

Salt Lake City, Utah, United States

• Placed unsolicited trades on behalf of clients calling in.
• Assisted clients in using a wide variety of Fidelity tools and systems.
• Coordinated with other groups throughout the company during more complex client requests.

Salt Lake City, Utah, United States

• Liaised with Investment Advisors, Legal and Compliance in researching and identifying funds and requesting information related to financial performance.
• Updated fund’s Net Asset Values and performance in Credit systems.
• Worked with an intricate filing system to organize all historical data gathered.
• Ran reports for a multitude of statistics, including Worst Performers, Daily NAV Drops, and many others.
• Updated and fixed any issues with past reporting tools developed by the… Show more
• Updated and fixed any issues with past reporting tools developed by the team. Show less

Indianapolis, Indiana Area

• Worked with a project manager to find greater understandings of the Kronos financial returns per project.
• Pulled data and constructed the project, providing input directly to the project manager.
• Found multiple actionable insights using weighted averages and residual analysis.