AMY BUI
Fort Worth,TX
Summary
Highly experienced and caring individual with proven track record of delivering excellent customer service, managing complex financial transactions and providing financial assistance to participants. Adept in utilizing professional financial tools and software to assess and analyze customer needs and develop innovative solutions. Committed to maintaining an in-depth knowledge of current financial regulations and industry trends. Ambitious individual with strong organizational and multitasking skills, as well as an aptitude for technology. Ready to apply knowledge and skills to any challenge.
Overview
10
10
years of professional experience
Work History
Conversion Analyst
Fidelity Investments
Westlake, TX
06.2025 - Current
- Executed conversions from prior record keepers to Fidelity, ensuring data integrity and accuracy.
- Facilitated fund transfers by reallocating mixes and balances across different accounts.
- Facilitated communication between partners and clients during projects to guarantee accuracy and prevent mistakes.
Defined Benefit Associate
Fidelity Investments
Westlake, TX
11.2024 - 06.2026
- Passionate about learning and committed to continual improvement.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Assisted in celebrating retirees initiate their pension
- Built skills in organizing XTRAC's for clear understanding of requests
Financial Services Associate
Fidelity Investments
Westlake, TX, USA
10.2023 - 11.2024
- Developed comprehensive understanding of financial products and services to assist participants on their retirement plans
- Developed superior customer service skills to handle inquiries from retirees and their families
- Provided guidance to participants on retirement options, benefits, and services
- Demonstrated excellent communication skills verbally in order to effectively interact with participants
- Developed strong customer relationships and loyalty through effective communication
Patient Care Technician
Baylor Scott & White
Fort Worth, TX, USA
04.2021 - 10.2023
- Utilized computer systems for charting patient data
- Assisted patients with eating, bathing, and grooming, supporting activities of daily living
- Established special connections with patients through empathy and relationship-building techniques
- Documented and reported observations of patient behavior, complaints or physical symptoms to nurses
- Checked vital signs and recorded intake information to monitor patient stability
Retail Sales Associate
Ross Dress for Less
Fort Worth, TX, USA
08.2018 - 04.2021
- Gained experience in customer service, resolving customer complaints and inquiries with a positive attitude
- Provided friendly and knowledgeable assistance to customers on the sales floor
- Developed strong interpersonal skills to effectively communicate with customers and coworkers
- Performed sales floor work, such as greeting and assisting customers, stocking shelves and taking inventory
Sales Associate
JCPenney
Fort Worth, TX
08.2016 - 08.2018
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Provided positive first impressions to welcome existing, new, and potential customers.
Education
High School Diploma -
Saginaw High School
Saginaw, TX06-2018
Skills
- Active Listening
- Problem-Solving Ability
- Conflict Resolution
- Understanding Customer Needs
- Compassionate and Caring
Languages
Vietnamese
Native or Bilingual
Timeline
Conversion Analyst
Fidelity Investments
06.2025 - Current
Defined Benefit Associate
Fidelity Investments
11.2024 - 06.2026
Financial Services Associate
Fidelity Investments
10.2023 - 11.2024
Patient Care Technician
Baylor Scott & White
04.2021 - 10.2023
Retail Sales Associate
Ross Dress for Less
08.2018 - 04.2021
Sales Associate
JCPenney
08.2016 - 08.2018
High School Diploma -
Saginaw High School