RYLEE ROBINSON
Winchester
Summary
Client support professional with track record of providing high-quality assistance to clients and resolving complex issues efficiently. Proven ability to collaborate with teams and adapt to dynamic environments. Known for excellent communication skills and reliability, ensuring seamless client experiences.
Overview
10
10
years of professional experience
Work History
Client Support Specialist
Fidelity Investments
04.2026 - Current
- Delivered exceptional client support by resolving inquiries and issues efficiently.
- Facilitated communication between clients and financial advisors to enhance service quality.
- Collaborated with cross-functional teams to streamline workflows and enhance operational efficiency.
- Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics.
Financial Advisor
WestPac Wealth Partners
03.2025 - 03.2026
- Advised clients on investment, retirement, and insurance strategies to align with financial goals; conducted comprehensive financial analysis; developed enduring client relationships.
- Developed personalized financial plans aligning with clients' goals and risk tolerance.
- Conducted comprehensive market analysis to identify investment opportunities and risks.
Relationship Banker
JPMorgan Chase
05.2021 - 03.2025
- Managed banking relationships, delivering tailored lending, deposit, and investment solutions to meet client needs.
- Executed daily banking operations, ensuring compliance with policies and procedures.
- Identified customer needs, recommending tailored banking solutions to enhance satisfaction.
Assistant Manager
Los Willows Wedding Estate
01.2017 - 03.2020
- Coordinated event logistics to ensure smooth operations for weddings and special events.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Served high customer volumes during special events, nights, and weekends.
Education
Bachelor of Science - Finance
California State University
San MarcosSkills
- Interpersonal and written communication
- Client relationship building
- Empathy and patience
- Support inquiry assistance
- Strong work ethic
- Teamwork and collaboration
Timeline
Client Support Specialist
Fidelity Investments
04.2026 - Current
Financial Advisor
WestPac Wealth Partners
03.2025 - 03.2026
Relationship Banker
JPMorgan Chase
05.2021 - 03.2025
Assistant Manager
Los Willows Wedding Estate
01.2017 - 03.2020
Bachelor of Science - Finance
California State University