Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

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
2023.07 - 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
2022.12 - 2023.07
  • 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
2021.07 - 2022.12
  • Developed strong relationships with parents, maintaining open communication about each child''s progress and needs.

Marketing Team Leader

Mundos Group LLC
2020.01 - 2020.06
  • Boosted brand awareness and managed a small group of individuals

Waitress

IHOP
2014.06 - 2019.12

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
2023.07 - Current

Fraud Analyst

Co-op Solutions
2022.12 - 2023.07

Private Nanny

Private Household
2021.07 - 2022.12

Marketing Team Leader

Mundos Group LLC
2020.01 - 2020.06

Waitress

IHOP
2014.06 - 2019.12

Bachelor Of Arts - Psychology And Brain Sciences

Texas A&M
Aimee Mireles