Jonathan B Smith Email & Phone Number

North Carolina, United States

Greensboro/Winston-Salem, North Carolina Area

Service existing client relationships via telephone and in personWork closely and build relationships with Financial Advisors and clientsManage daily client activity – trades, deposits, wires, splits, distributions, open investment accounts, re-balance investment allocations Answer all client questions and needs within a timely manner Compile quarterly.

Dallas/Fort Worth Area

100% successful risk mitigation with zero losses for Fidelity and our customers while on an 18-person high functioning team of Wire Risk Specialists. Effective risk management while providing stellar customer service and support for our business partners. Regular collaboration with National PWI Risk, High Net Worth Operations, OSG, Margin, Corporate.

Lewisville, TX

Responsible for providing support and direction for new and existing clients while keeping up with local and national initiatives. Develop and execute coaching strategies to build and improve client knowledge about retirement strategies, products, account types, and college planning which enabled more positive customer interactions, and increase sales flows.

Fort Worth, TX

Investment Support Group SpecialistHigh Net Worth Representative – Investor ServicesSuccessfully led a team of licensed broker/analyst exceeding all scorecard goals, including customer loyalty scores, sales goals, and operational efficiencies. Evaluated supervisory processes and implemented best practices for efficient and compliant management. Responsible.