Adam C Jackson
Raleigh,NC
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
20
20
years of professional experience
Work History
Participant Services Case Manager
Fidelity Investments
Durham, NC
09.2021 - Current
- Assist PS plan participants and their loved ones when terminally ill and upon death.
- Ensure timely accurate and complete servicing support of PS benefits and plans.
- Partner and collaborate with Fidelity groups to ensure customers are supported seamlessly across Fidelity Investments.
- Delivering highest level of customer service during difficult time with respect, compassion, and efficiency.
Financial Associate
Fidelity Investments
Durham, NC
11.2010 - Current
- Seek opportunities to educate customers to take ownership of their needs and maximize retirement benefits.
- Mitigate risk while adhering to quality procedures and ensuring compliance with regulatory requirements.
- Reference multiple online resources effectively while conversing with customers.
- Providing outstanding customer service to inbound callers while responding to their inquiry and request on employee benefits plans.
Client Service Representative
Bank Of America
Durham, NC
06.2007 - 11.2010
- Exceeding goals in areas of sales and service in customer centric, results driven environment.
- Identify customer financial needs, goals, and objectives.
- Respond and assist customers with inquiries and/or problem resolution.
- Processing transactions accurately and efficiently in accordance with established policies and procedures.
Intern
Hertford County Public Schools
Ahoskie, NC
05.2003 - 08.2005
- Demonstrated team building skills, leadership, and academic and professional development as Committee Chair of Planning.
- Worked closely with Program Director to facilitate and reach professional goals.
Education
BBA - Management
North Carolina Central University
Durham, NC06.2006
MBA - Finance
Strayer University
Washington, DC06.2008
Skills
- Certified Scrum Master
- Six Sigma White Belt Certification
- IT Support Certification
- Microsoft Office Data Analytics
Timeline
Participant Services Case Manager
Fidelity Investments
09.2021 - Current
Financial Associate
Fidelity Investments
11.2010 - Current
Client Service Representative
Bank Of America
06.2007 - 11.2010
Intern
Hertford County Public Schools
05.2003 - 08.2005
BBA - Management
North Carolina Central University
MBA - Finance
Strayer University