Aaron Cantu
Covington,KY
Summary
Client Support Specialist II at Fidelity, with a solid background in financial services and studies in computer science. Experience working with financial data and regulatory analysis in accuracy-driven environments. Proven ability to communicate complex information clearly and effectively.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Support Specialist II
Fidelity Investments
07.2025 - Current
- Provided expertise on retirement account details, enhancing client and colleague understanding
- Collaborated with external business partners to resolve complex client issues, improving service delivery
- Executed daily written communications via email, ensuring timely and clear correspondence with clients
High Net Worth Associate
Fidelity Investments
07.2024 - 07.2025
- Delivered timely client interactions leveraging verbal and communication skills to ensure client satisfaction
- Analyzed and resolved issues using available resources to facilitate effective solutions
- Collaborated with team members to streamline operational processes, enhancing overall workflow
- Managed multiple tasks simultaneously while maintaining attention to detail
- Utilized clear written communication through chat interactions daily to support client inquiries.
Customer Relationship Advocate
Fidelity Investments
07.2022 - 07.2024
- Received multiple high client survey ratings with notes of efficiency and empathy
- Established skills for managing high-volume inbound calls in fast-paced environment
- Learned to navigate Fidelity’s systems, including XTRAC, to assist clients effectively.
Education
Bachelor of Science - Computer Programming
Southern New Hampshire University
Fidelity GUILD 01.2026
Bachelor of Music Education -
Stephen F. Austin State University
Nacogdoches, TX05.2022
Master of Music - Saxophone Performance
University of Cincinnati
Cincinnati, OH04.2022
Skills
- Comprehensive research
- Microsoft Excel and PowerPoint
- Efficient time management
- Interpersonal communication
- Agile framework knowledge
- Accountability for deliverables
Certification
- Series 63
- Series 7
- SIE
Activities
- OPA Distribution team - Startup process that is being used nationally
- OPA Champion - Ensuring OPA is distributed to team
- #Feedback - Point of contact for coordinating communication on #feedback items
- Animanga - Event planning committee and article writer
- BOLD + SOHL (Formerly the Aspire Mentorship Program) - Mentee and member
- WITSIG (Women in Technology) - member
Timeline
Client Support Specialist II
Fidelity Investments
07.2025 - Current
High Net Worth Associate
Fidelity Investments
07.2024 - 07.2025
Customer Relationship Advocate
Fidelity Investments
07.2022 - 07.2024
Bachelor of Science - Computer Programming
Southern New Hampshire University
Bachelor of Music Education -
Stephen F. Austin State University
Master of Music - Saxophone Performance
University of Cincinnati