Amelia Barron
Fort Worth,TX
Summary
Fidelity associate committed to career growth and deepening knowledge within the financial industry. Demonstrates strong analytical skills, adaptability to evolving organizational needs, and a proactive approach to continuous learning and professional development.
Overview
5
5
years of professional experience
Work History
Associate Analyst, Brokerage Operations
Fidelity Investments
Westlake, Texas
01.2024 - Current
- Coordinated foreign transfers by managing email correspondence regarding DTC and Currency instructions.
- Delivered work volume statistics at end of each day and summarized meeting topics from Team Huddles
- Sent mutual fund instructions to external businesses for execution of Third Party mutual fund transfers.
- Resolved escalations and audited transfer files for Quality Control and guided new hires with constructive feedback.
- Operates as Subject Matter Expert for 'No Call' file bot automation.
Senior Representative, Brokerage Operations
Fidelity Investments
Westlake, Texas
05.2022 - 12.2023
- Facilitated follow-up calls on customer transfers from outside institutions.
- Achieved service goals by organizing and prioritizing tasks effectively.
- Collaborated with cross-functional teams to drive goal completion.
- Processed transfer files, including checks, wires, DTC assets, and Alternative Investments.
- Participated in the CAT E2G Group to enhance workplace culture and announce regional updates within OSG.
Customer Relationship Advocate
Fidelity Investments
Westlake, Texas
01.2021 - 05.2022
- Established strong client relationships through exceptional service and effective issue resolution.
- Supported client trust by handling 20-30 inbound calls daily.
- Educated clients on Fidelity offerings, services, and website navigation.
- Facilitated clear communication by directing over 30 calls each day.
Education
Bachelor Of Human Science - Interior Design, Retail Management, Advertising
Texas Tech University
Lubbock, TX05-2021
Skills
- Collaboration and teamwork
- Creative problem-solving
- Integrity and loyalty
- Task prioritization
- Attention to detail
- Effective communication
- Adaptability
References
References available upon request.
Hobby and Interest
- Painting
- Baking
- Music
- Traveling
Timeline
Associate Analyst, Brokerage Operations
Fidelity Investments
01.2024 - Current
Senior Representative, Brokerage Operations
Fidelity Investments
05.2022 - 12.2023
Customer Relationship Advocate
Fidelity Investments
01.2021 - 05.2022
Bachelor Of Human Science - Interior Design, Retail Management, Advertising
Texas Tech University