Anthony Harris
Client Services Associate II
Bellevue,WA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Financial Services industry. I am pivoting into IT support to combine my skills with my passion for technology. I am a solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Crypto Client Support Associate II
Fidelity Investments
Bellevue, WA
06.2022 - Current
- Responded to client inquiries regarding their Crypto Account and asked appropriate questions to facilitate resolution and provide Fidelity white glove service.
- Interacted with team members and supervisors across to research and resolve customer issues.
- Logged Customer interactions in Salesforce.
- Trained staff on operating procedures and company services.
- Assisted multiple clients per hour via phone and chat, providing quick and accurate service.
Client Services Associate
The Pacific Financial Group Inc.
Bellevue, WA
06.2021 - 06.2022
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping in salesforce with proactive attention to client information updates.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Worked with end clients and outside Financial Advisors to resolve issues at various Account Custodians (TD Ameritrade, Fidelity, Vanguard, Charles Schwab)
- Maintained and managed customer files and databases.
Teller
Wells Fargo & Company
Bellevue, WA
08.2018 - 06.2021
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Assisted with training of new tellers on policies and procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Education
High School Diploma -
09.2013 - 06.2017
Associate of Science - Business
01.2023 - Current
Skills
Client relationship building
undefinedTimeline
Bellevue College - Associate of Science, Business
01.2023 - Current
Crypto Client Support Associate II - Fidelity Investments
06.2022 - Current
Client Services Associate - The Pacific Financial Group Inc.
06.2021 - 06.2022
Teller - Wells Fargo & Company
08.2018 - 06.2021
Issaquah High School - High School Diploma,
09.2013 - 06.2017
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