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 appointments that improve engagement with clients.Bringing a client oriented perspective to financial planning.Acting… Show more 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 appointments that improve engagement with clients.Bringing a client oriented perspective to financial planning.Acting with vested interest in being an advocate for your clients.Presenting the Fidelity experience as a professional, with a polished communication style compatible with high net worth clientele, attained through years of prior experience in financial servicesRole Requirements:FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (I got my 66) and appropriate state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer experiencePlanning experience and knowledge of financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven, and detailed compliance environmentAbility to think creatively and be comfortable making decisions with the support of your teamDegree and/or other professional certifications are helpful; Show less

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-•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 and clients•Assisting our clients with their diverse needs to promote lifetime relationships and client satisfaction-The Value being Delivered-•Performing leadership for the local function as well as the National Team•Acting as a subject matter expertise in Fidelity’s products, services, and policies•Advocating improvement internal processes•Understanding how to use the resources available and the business partners across Fidelity to provide the right solution’s for Fidelity clients•Resolving client raised issues in a way that promotes client satisfaction while balancing the needs of Fidelity business Show less

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 • 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 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.