Giuseppe Longo

Giuseppe Longo Email and Phone Number

Relationship Manager @ Fidelity Investments
boston, massachusetts, united states
Giuseppe Longo's Location
Greater Chicago Area, United States
Giuseppe Longo's Contact Details

Giuseppe Longo personal email

n/a
About Giuseppe Longo

Giuseppe Longo is a Relationship Manager at Fidelity Investments. He possess expertise in customer service, sales, banking, customer satisfaction, bilingual english/spanish and 18 more skills. He is proficient in Spanish.

Giuseppe Longo's Current Company Details
Fidelity Investments

Fidelity Investments

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Relationship Manager
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Giuseppe Longo Work Experience Details
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Jul 2024 - Present
    Highland Park, Illinois, United States
    Facilitating relationships with Fidelity’s clients. Through your honesty and integrity, I inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. Responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. I partner with Financial Consultants to ensure daily work is carried with the client’s needs top of mind.Facilitate setting targeted appointments that improve engagement with clients. I am client oriented and bring great perspective on financial planning due to my background in transition services. I exhibit a professional with a polished communication style compatible with high net worth clientele
    View
  • Fidelity Investments
    Life Event Consultant
    Fidelity Investments Aug 2023 - Jul 2024
    Chicago, Illinois, United States
    Provided expertise for the transition of wealth due to certain life events. When a life event required a customer to make changes to their accounts, provided a personalized, frictionless experience for these transitions. Assisted our client’s beneficiaries and existing Fidelity clients requiring re-registration needs using my subject matter technical expertise and passion for the nobility of helping people going through challenging life events. In addition to consultative interactions that uncovered and solved client needs, used end-to-end case management and standards of ownership to act as the single point of contact to provide beneficiaries the experience they should expect from Fidelity Investments.
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  • Fidelity Investments
    Transition Service Specialist
    Fidelity Investments Nov 2021 - Jul 2023
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  • Morningstar
    Senior Customer Support Representative
    Morningstar Aug 2018 - Feb 2020
    Greater Chicago Area
    I interact extensively with advisors including new and existing advisors to provide a thorough understanding of Morningstar Managed Portfolios custodial processes and supporting operational procedures. I work closely with my sales counterparts on advisor retention, issue resolution and continuous process improvement within my assigned territories while always promoting strong client advocacy.Responsibilities include:Be accountable - Ensure overall advisor satisfaction and retention within my territories.Handle the hard stuff – Take ownership and tackle complex and challenging issues to resolve the client needs.Continuously learn – Gain a deep understanding of advisor’s financial practices and provide applicable best practices.Think strategically - Demonstrate superior product, custodian and process knowledge and consultative account management skills.Offer white glove service – Provide the highest quality service to advisors and their clients by answering inbound calls, proactively reaching out to advisors regarding account updates and being the main point of contact.Act as a team player - Interact with Morningstar’s operations analysts, project and product managers to address timely needs and/or issues in a prompt manner and work with custodians to ensure proper processing, follow through and resolution of client requests.Contribute to the Morningstar culture – as a Senior Client Service Representative answering client inquiries in a positive, fast paced and innovative setting.
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  • Wells Fargo Advisors
    Licensed Premier Banker
    Wells Fargo Advisors Jan 2018 - Jul 2018
    Greater Chicago Area
    As a premier banker, I enjoy helping clients by being available for the more complex matters when it comes to consumer and business banking needs. With specific emphasis on investments and lending solutions, I partner with a team of financial professionals to make sure that we are delivering an exceptional personalized service.
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  • Wells Fargo Advisors
    Licensed Personal Banker 2 /Brokerage Associate
    Wells Fargo Advisors Jan 2017 - Dec 2017
    Greater Chicago Area
    Continued working for Wells Fargo Bank N.A. and Wells Fargo Advisors in the Chicago market after moving from south Florida to Illinois in 2017.
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  • Wells Fargo Advisors
    Licensed Personal Banker 2 /Brokerage Associate
    Wells Fargo Advisors Jan 2016 - Dec 2016
    Miami/Fort Lauderdale Area
    -Ensure a positive customer experience and achieve both sales and referral incentives through an expanded product set that includes banking, insurance and investment products.-Proactively develop and expand meaningful customer relationships by understanding their financial needs in order to provide the appropriate branch and investment products and services, and going above and beyond to exceed their expectations at every turn.-Provide professional quality service and react appropriately to solve customer problems to ensure that resolutions and follow-ups are completed in a timely and accurate manner-Meet regularly with designated Financial Consultant to build/develop financial services and sales acumen-Actively engages in outbound calling from call lists and through client onboarding practices
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  • Wells Fargo
    Personal Banker 2
    Wells Fargo Feb 2015 - Jan 2016
    United States
    Personal Banker • AMPB2 Nominated and selected as a member of the Northwest Countyline district Leadership Council. Able to manage customer portfolio, services relationships and cross-sell all products and services in addition to providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business.Special emphasis is placed on providing customers with personal financial counseling and lending service. Develop and maintain relationships with various Wells Fargo partners to maximize sales opportunities and achieve excellent sales standards.
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  • Wells Fargo
    Personal Banker
    Wells Fargo Jul 2014 - Feb 2015
    Miami/Fort Lauderdale Area
    -Manage customer portfolios, service relationships and cross-sell all products and services in addition to providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business.-Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve excellent sales standards. -Use profiling analysis tools to identify cross sell opportunities and makes outbound sales calls to increase product per customer ratio.-Knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications.-Provide leadership, training and support to less experienced team members and other branch staff members.-Ability to present, explain and promote credit products including, but not limited to: credit cards, personal loans/lines of credit, equity lines of credit, auto and mortgage refinance.
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  • Wells Fargo
    Customer Service & Sales Representative
    Wells Fargo Nov 2013 - Jul 2014
    -Provide prompt quality customer service along with support to bankers and store management.-Perform wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders), and problem resolution.-Solicits new accounts and cross-sells products and services.-Perform and handle monetary transactions along with streamlining teller-line productivity.
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  • Express
    Sales Associate
    Express Aug 2013 - Nov 2013
    View

Giuseppe Longo Skills

Customer Service Sales Banking Customer Satisfaction Bilingual English/spanish Creative Writing Public Speaking Credit Cards Customer Retention Customer Engagement Customer Acquisition Team Building Retail Banking Retail Sales Microsoft Excel Phone Etiquette Credit Spanish Team Leadership Customer Experience Cross Selling Sales Presentations Call Centers

Giuseppe Longo Education Details

Frequently Asked Questions about Giuseppe Longo

What company does Giuseppe Longo work for?

Giuseppe Longo works for Fidelity Investments

What is Giuseppe Longo's role at the current company?

Giuseppe Longo's current role is Relationship Manager.

What is Giuseppe Longo's email address?

Giuseppe Longo's email address is gi****@****tar.com

What schools did Giuseppe Longo attend?

Giuseppe Longo attended Miami Dade College.

What are some of Giuseppe Longo's interests?

Giuseppe Longo has interest in Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.

What skills is Giuseppe Longo known for?

Giuseppe Longo has skills like Customer Service, Sales, Banking, Customer Satisfaction, Bilingual English/spanish, Creative Writing, Public Speaking, Credit Cards, Customer Retention, Customer Engagement, Customer Acquisition, Team Building.

Who are Giuseppe Longo's colleagues?

Giuseppe Longo's colleagues are Anil Kumar, Ohiani Abdulkadir, Tiffany Chadwick, Bethany Girling, Cristina Riendeau, Sorin Roman, Ratnesh Singh.

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