Jared Jess Email & Phone Number

Salt Lake City, Utah, United States

Institutional Trading & Sales | Fixed Income Securities -Capitalization of profitable trading opportunities that align with client needs and portfolio objectives -Developing and maintaining relationships with institutional clients, fund managers, public treasurers, corporations, pension funds, and asset managers -Identifying specific client objectives and.

Salt Lake City, Utah, United States

-Holistic planning and investment guidance interactions-Tailored recommendations through personalized strategies with 401k participants-Performed reviews and onboarding appointments for retirees, new hires, and executives through Fidelity's workplace advisory services -Analyzed plan rules and features, contribution and matching calculations (415c and 402g.

Salt Lake City, Utah, United States

-Engaged in consultative conversations with inactive and active 401(k) participants. Introduced them to our services and guide them through all their available options. -Connected with our clients to build effective relationships through inbound calls, assisting them with their retirement planning and service needs. -Provided planning and advice on a wide.

Greater Salt Lake City Area

-Executed Equity/Fixed Income/Options/Margin trades for Premium and Private Client Group while providing world class service during every interaction with Fidelity's high net worth clients.-Completed new account onboarding and account opening for our professionally managed portfolio clients and associates. Thorough understanding of managed products.

Salt Lake City, Utah

Entry Level Trader

Sandy, Utah

Underwriting financial applications, processing, customer service, collections, merchant support and training.

Sandy, Utah, United States

-Focused on coordinating, scheduling and direction of training and mentoring, monitoring, and meeting performance standards, quality improvement initiatives and conducting job site performance evaluations. -Oversee quality control functions including testing and quality practices.-Responsible for developing and implementing a comprehensive new business.

Midtown Smiths's 876 E 800 S Salt Lake City Utah

- Almost all time spent in direct customer interactions, managing and resolving complex concerns and conflicts to maintain and increase customer retention. - Skilled in analyzing delinquent accounts and trained in fraud and security procedures, regularly recognizing and identifying attempted fraudulent transactions. - By building relationships of trust and.

Greater Salt Lake City Area

Front line customer service teller handling basic and advanced transactions, account detail and transactional assistance as well as helping with disputes and up selling relevant banking services to support customers long term financial goals and needs.