Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Caitlin McComb

Summary

Highly motivated professional with 14+ years of experience in customer service, operations, and associate development. Proven ability to deliver exceptional customer experiences, mentor new associates, and streamline processes. Adept at problem-solving, associate development, data analysis, and cross-functional collaboration.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Associate Coach on Loan

Fidelity Investments
05.2025 - Current
  • Selected for a specialized coaching program to support onboarding associates through licensing exams and phone training.
  • Collaborated with leadership and peers to develop scalable training resources and feedback loops.
  • Received detailed positive feedback for impact and effectiveness in associate development.
  • Provided one-on-one and group coaching, resulting in 95% first-time pass rates for my assigned team and faster ramp-up times for new hires.

Customer Relationship Advocate

Fidelity Investments
02.2024 - Current
  • Consistently exceeded goal KPIs (CY: CLPH 6.192, CEI 83.0%, CIT 78.1%) through exceptional customer service and problem-solving.
  • Proactively addressed alerts/FYIs received by team associates to resolve underlying causes, improving trade accuracy and preventing repeat incidents.
  • Demonstrated strong empathy and active listening to deliver tailored solutions for complex customer needs.
  • Utilized organizational skills and attention to detail for effective time management.

Office Manager

Baja Cantina/Restaurant Central
01.2008 - Current
  • Streamlined office operations through process improvements and automation, enhancing efficiency and productivity.
  • Oversaw and trained direct reports until downsizing in 2018.
  • Provided comprehensive administrative support, including documentation, recordkeeping, and data analysis, leveraging analytical reasoning and software platforms for workflow optimization.
  • Ensured adherence to organizational policies, local regulations, and national laws while managing operational challenges.
  • Collaborated with front-of-house management to identify opportunities for improvement and implement solutions that enhance customer service delivery.

General Manager

Cisero’s Ristorante
01.2012 - 01.2016
  • Directed daily operations with a focus on customer service excellence and team leadership.
  • Established and enforced SOPs to ensure consistent service quality and operational efficiency.

General Manager

Bistro 412
01.2010 - 01.2012
  • Led upscale dining operations with a focus on personalized guest experiences and high-touch service.

Company closed; employment dates approximate.

Education

Bachelor's Degree - Health Promotion & Education

University of Utah

Skills

  • Professional ethics
  • Empathy development
  • Teamwork and collaboration
  • Customer service
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Reliability
  • Organizational skills
  • Critical thinking
  • Active listening
  • Adaptability and flexibility

Accomplishments

  • Achieved increase in Client Experience from 73.3 to 94.1 by implementing coaching, observation, and feedback with my assigned team.
  • Increased efficiency and efficacy of leadership for licensing associates in the retake and unsupported cohort space through resource development.
  • Winner of the Excellence in Action Award for Leadership Impact.

Certification

  • Series 9/10 | In Progress
  • Leadership Certificate - eCornell | 2025
  • Series 7 / Series 63 | 2024

Timeline

Associate Coach on Loan

Fidelity Investments
05.2025 - Current

Customer Relationship Advocate

Fidelity Investments
02.2024 - Current

General Manager

Cisero’s Ristorante
01.2012 - 01.2016

General Manager

Bistro 412
01.2010 - 01.2012

Office Manager

Baja Cantina/Restaurant Central
01.2008 - Current

Bachelor's Degree - Health Promotion & Education

University of Utah
Caitlin McComb