Aimee Mireles
Fort Worth,TX
Summary
Professional Financial Services Associate with knowledge of services and products related to employee sponsored retirement plans. Excellent computer skills, quick to learn new software and ability to handle simple account questions to more complex cases. Motivated to maintain customer satisfaction and contribute to company success.
Overview
10
10
years of professional experience
Work History
Financial Associate II
Fidelity Investments - Corporate Office
07.2023 - Current
- Assisted clients in achieving their goals with tailored plan assistance.
- Enrolled incoming accounts for new and existing customers and educational assistance with 401k plans.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
- Administered account transactions and responded to customer inquiries concerning financial products.
Fraud Analyst
Co-op Solutions
12.2022 - 07.2023
- Evaluated customer data to identify and prevent fraudulent activities.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
Private Nanny
Private Household
07.2021 - 12.2022
- Developed strong relationships with parents, maintaining open communication about each child''s progress and needs.
Marketing Team Leader
Mundos Group LLC
01.2020 - 06.2020
- Boosted brand awareness and managed a small group of individuals
Waitress
IHOP
06.2014 - 12.2019
Education
Bachelor Of Arts - Psychology And Brain Sciences
Texas A&M
College Station 12.2021
Skills
- Microsoft Excel, Word, proficiency
- Financial Services
- Call Center knowledge
- Account Reconciliation
- Customer rapport
- Detail-oriented
- Excellent time management skills
References
Kristi Lundberg- Mundos Group
kristi@mundosgroup.com · 214-226-2531
Jose Villeda Espinoza- Team Lead at Fidelity Investment
214-607-6500
Timeline
Financial Associate II
Fidelity Investments - Corporate Office
07.2023 - Current
Fraud Analyst
Co-op Solutions
12.2022 - 07.2023
Private Nanny
Private Household
07.2021 - 12.2022
Marketing Team Leader
Mundos Group LLC
01.2020 - 06.2020
Waitress
IHOP
06.2014 - 12.2019
Bachelor Of Arts - Psychology And Brain Sciences
Texas A&M
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