Alex Gorrin
Toms River,NJ
Summary
Experienced Brokerage Client Ops Representative III and Associate Analyst with a strong background in brokerage operations, telephone and email customer service, and management. Skilled in sales, troubleshooting, tech support, customer care, and vendor relations. Proficient in a wide range of financial products. Successfully assisted upper management, resolved customer complaints, mentored new hires, and maintained a positive and friendly demeanor. With over eight years of experience, eager to leverage expertise to advance career in the financial industry.
Overview
13
13
years of professional experience
Work History
Brokerage Client Experience Operations Representative/ Associate Analyst
Fidelity Investments
- Provide“white glove” service to an Insurance broker-dealer and a group of their top producing advisors
- Provide technical expertise and industry knowledge to brokerage clients
Team Lead, Client Experience
Fidelity Investments
07.2024 - Current
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Enhance overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Collaborate with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Financial Services Representative
Merrill
01.2019 - Current
- Professionally and confidently provide participants with clear information and specific details on their retirement and benefit plans
- Process error-free transactions including
- Effectively deescalate participants with potential problems and provide clear resolutions
- Mentor new hires
- Assist with migrating clients to online portal for instant access to their accounts
Customer Service Representative
Unbeatablesale.com
01.2012 - 01.2019
- Managed and canceled an average of250+ orders from customers and distributors daily
- Receive50+ calls daily to assist in customer care
- Trained dozens of employees in using customer service software, as well as in basic duties and conducting calls
- Ability to research and manage highly complicated accounts to provide comprehensive service to customers and assist upper management
Education
Associate's Degree - Finance
Brookdale Community College
Lincroft, NJ01.2025
Skills
- Excellent communication skills with a focus on customer service
- Great ability to work as a part of a team
- Tremendous time management
- Advanced Proficiency in Microsoft Office including Excel
- Quick learner
- Strong understanding of the financial industry
Accomplishments
2023 Impact Award
2024 TAP Graduate
2024 Service Excellence Award
Timeline
Team Lead, Client Experience
Fidelity Investments
07.2024 - Current
Financial Services Representative
Merrill
01.2019 - Current
Customer Service Representative
Unbeatablesale.com
01.2012 - 01.2019
Brokerage Client Experience Operations Representative/ Associate Analyst
Fidelity Investments
Associate's Degree - Finance
Brookdale Community College