Alexandra Badger
Jacksonville,FL
Summary
Client-focused financial services professional excelling in building lasting client relationships and driving engagement in fast-paced environments. Promotes inclusivity and professional growth throughout Fidelity by regularly partnering with Community Affairs, University Talent and the CLT. Highly organized and experienced in outbound and inbound phone calls.
Overview
15
15
years of professional experience
Work History
Stock Plan Associate
Fidelity Investments
07.2022 - Current
- Achieved a CEI top box of 98% for the 2024 performance year, out-performing national peers by almost 15% while maintaining efficiency and accuracy
- Educated stock plan participants on all aspects of their compensation and awards along with completing trading and service needs
- Demonstrated exceptional time management by collaborating on various projects while maintaining efficiency in role
Regional Intern Lead
Fidelity Investments University Talent
03.2024 - 09.2024
- Led the regional internship program, creating a welcoming and inclusive environment for the Jacksonville interns, fostering strong connections and enhancing the intern experience leading to 100% of Jacksonville interns accepting a full time role at Fidelity.
- Planned and facilitated onboarding events, office tours, and team-building activities, ensuring seamless integration of interns into the office environment.
- Worked closely with the Regional Leadership Office to connect interns with key leaders during networking lunches, supporting professional growth and future opportunities.
- Managed communication via Teams, email, and in-person support, addressing intern questions and providing guidance throughout their internship.
Executive Assistant Loan
Fidelity Investments
05.2023 - 09.2023
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated meetings for various business units.
- Assisted MLL's with tasks such as compiling notes during skip level meetings and various day-to-day activities like composing emails, setting up meetings and using CMT to send site-wide emails.
- Acted as primary POC for LINC Days which included everything from working with vendors to order supplies and food to designing impactful activities that support the specific LINC theme for over 600 associates.
Customer Relationship Advocate
Fidelity Investments
07.2021 - 07.2022
- Consistently achieved high CEI survey scores through proactive, one-call resolutions of customer issues.
- Maintained 100% trade accuracy
Customer Service Representative
Publix Super Markets
10.2009 - 11.2021
- Mentored and trained over 200 new hires, resulting in stronger staff development and increased productivity.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Social Media Marketing Intern
Elizabeth St Clair Catering
05.2019 - 09.2019
- Performed market analysis and researched latest trends.
- Supported branding, digital marketing messaging and developed four advertising campaigns to engage with followers on various social media platforms.
- Developed ads targeting specific users for key promotions.
Campaign Coordinator
United Way
09.2016 - 09.2019
- Organized and led meetings to procure funds for the United Way and various other non-profit organizations
- Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of communications.
Community and Customer Relationship Intern
Cash Building Material
01.2019 - 04.2019
- Made outbound calls to follow up on projects, maintain client engagement and assess future business needs.
- Assisted sales reps by scheduling client appointments, ensuring their needs were met and identifying opportunities for deeper connections.
- Helped plan and execute private, company and client events, contributing to positive client experiences and sales strategies.
Education
Bachelor of Applied Arts And Science - Communication And Media
Florida State College At Jacksonville
Jacksonville, FL08.2019
Associate of Arts And Sciences - Psychology
Florida State College At Jacksonville
Jacksonville, FL08.2016
Timeline
Regional Intern Lead
Fidelity Investments University Talent
03.2024 - 09.2024
Executive Assistant Loan
Fidelity Investments
05.2023 - 09.2023
Stock Plan Associate
Fidelity Investments
07.2022 - Current
Customer Relationship Advocate
Fidelity Investments
07.2021 - 07.2022
Social Media Marketing Intern
Elizabeth St Clair Catering
05.2019 - 09.2019
Community and Customer Relationship Intern
Cash Building Material
01.2019 - 04.2019
Campaign Coordinator
United Way
09.2016 - 09.2019
Customer Service Representative
Publix Super Markets
10.2009 - 11.2021
Bachelor of Applied Arts And Science - Communication And Media
Florida State College At Jacksonville
Associate of Arts And Sciences - Psychology
Florida State College At Jacksonville