Alexandria Silver
Weyers Cave
Summary
Dedicated Customer Service Associate committed to providing high-quality service by listening to customers and responding quickly to satisfy needs. Strong interpersonal skills with clear grasp of best practices for dealing with difficult and challenging situations.
Overview
5
5
years of professional experience
Work History
Financial Customer Associate WI
Fidelity Investments
07.2023 - Current
- Experience handling 403(b) tem accounts.
- Administered and managed 401(k) plans, ensuring compliance with regulations and industry standards.
- Address participant inquiries related to account balances, investment options, contribution limits, and plan rules.
- Providing feedback to help participants understand their investment choices, planning out benefit plans, and retirement planning strategies.
- Handle complex customer requests and coordinate with internal departments to resolve issues promptly.
- Conduct regular follow-ups with clients to ensure ongoing satisfaction and identify potential areas for service improvement.
- Lead team meetings to discuss strategies for improving customer service and addressing common issues.
- Provided satisfactory customer service while overseeing high volume of client phone calls.
Customer Relationship Advocate PI
Fidelity Investments
08.2022 - 07.2023
- Promptly responded to inquiries and requests from prospective customers.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Investigated and resolved customer inquiries and complaints quickly.
- Keep record of actions taken on accounts from client to Salesforce calls.
- Collaborate with Help Desk and WI (Workplace Investments) to provide solutions.
- Provide guidance and feedback to peers relating to calls and client interactions.
- Conducted mock interviews.
Tax Preparer| Receptionist| Manager
Tax Empire
12.2019 - 06.2022
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Analyzed financial records to verify accuracy of tax returns.
- Handled numerous receptionist duties such as inbound/outbound phone calls, emails, appointment scheduling, in office greeter, and waiting room maintenance
- Held an advisory role for the hiring process within the company
- Tasked with book-keeping and financial record keeping
Education
Associate in Paralegal Studies -
Guilford Technical Community College
Jamestown, NC01.2018
Associate in Arts - undefined
Guilford Technical Community College
Jamestown, NC01.2016
Skills
- Time Management
- Organization
- Critical Thinking
- Problem-Solving
- Team-oriented work
- Independent Research
- Public speaking
- Technological Competence
- Compliance
- Project Management
- Customer Service
- Personable
Timeline
Financial Customer Associate WI
Fidelity Investments
07.2023 - Current
Customer Relationship Advocate PI
Fidelity Investments
08.2022 - 07.2023
Tax Preparer| Receptionist| Manager
Tax Empire
12.2019 - 06.2022
Associate in Arts - undefined
Guilford Technical Community College
Associate in Paralegal Studies -
Guilford Technical Community College
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