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 tailoring investment alternatives to achieve portfolio goals -Allocating and distributing securities that we underwrite, securitize, or trade in the secondary market. -Recommending bank products and services i.e., clearing and safekeeping services, portfolio accounting and investment advisory services, trust services, equity brokerage, cash management, ect

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 limits), Fund/Investment lineups. -Reviewed key economic indicators and interest rates as they impact equity, fixed income products and the financial markets. -Executed complex transactions and tax sensitive strategies (Roth in plan Conversions, NUA, Stock Plan, After Tax, Cost Basis) -Workplace Professionally Managed accounts portfolio reviews. Through holistic and personal goals, tailored investment strategies helping clients reach their financial goals. -Managed a Salesforce pipeline book of business, consisting of client appointments set online and over the phone by our Workplace Planning Associates, follow up planning and service requests, and consolidation opportunities to drive business. -Developed client relationships to maximize offering by setting introductions and conversations with Stock Plan Services, Pension, Active Trader, Portfolio Specialists, Investor Center representatives, Annuity Services, Fidelity Charitable, Fidelity Digital Asset Specialist, and Executive services.

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 range of topics, including 401(k) plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness through digital resources and support tools. Through outstanding interpersonal, communication skills, and staying curious, successfully provided appropriate solutions tailored to that clients personal and specific needs. -Provide 401(k) plan participants with retirement planning and investment advice through challenging and volatile market conditions. -Educated on a broad range of plan benefits, plan changes, and plan rules.-Resolved needs of the participants to ensure a positive experience.-Demonstrated customer service and relationship management skills.-Through a proven, repeatable process, uncovered customer needs and align appropriate solutions that are always in the customer's best interest. -First point of contact to introduce clients to appropriate specialized departments and services like Stock Plan, Pension plans, Executive Services, and the entire Personal Investing brokerage offering on Fidelity's brokerage platform.

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 available (BlackRock Diversified Income Portfolio, Separately Managed Account - Equity, SMA - Fixed income, and all Portfolio Advisory Services products)-Portfolio Advisory Services pilot program implementation, developing processes and transactional material for associates to use as roll out completed. -Extensive knowledge of margin treatment and risk management to perform under high pressure situations and market volatility. -Worked directly with Financial Consultants and Wealth Management advisers at the local branches for Trade/Servicing Request, case management, tax inquiries, and client retention follow ups. -Collaborated with internal and external business partners to research and resolve complex client requests in a timely manner.-Performed Back Door Roth Conversions, Options Trades, Cost basis adjustments, Wash Sale inquiries, Transfer of Assets requests, Wire Transfers, and educated clients on Brokerage, Fixed Income, Mutual Funds, Exchange Traded Products, Fidelity Charitable, Crypto/Digital Assets inquiries, and all other 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 development plan including identification, cultivating, and solicitation of new customers and markets.

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 ascertaining customers' needs, cross-sell bank products by asking the right questions and answering inquires; informing customers of new services and tailored product promotions.

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.