Multi-Channel Financial Associate II
Fidelity
Sep 2021 - Feb 2025 (3 years 6 months)
• AUG 2023 – FEBRUARY 2025; Taking chats and successfully relaying participant information in a timely, accurate manner.
• Effectively processed transactions anywhere from $0.01 to millions of dollars by utilizing all available resources and setting the proper agenda and expectation with every interaction.
• Point of contact and mentor within the work place.
• Provides excellent customer service with an upbeat attitude and an ability to empathize with the good and bad events in the participants lives.
• Above performance requirements due to strong call handling, consistently.
• Worked closely with special clients like Fidelity, PepsiCo, Delta, etc.
• Follow compliance while working both in office and remotely.<