Charlotte Vandt
Florence,KY
Summary
Skilled professional looking for a career change that allows me to embrace my love for the outdoors and plants. Versed in a teamwork environment with a strong sense of individual accountability to meet objectives.
Overview
21
21
years of professional experience
Work History
Regional Coordinator
Fidelity Investments
Covington, USA
01.2017 - 01.2025
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to operations.
- Implemented compliance measures to meet regulatory requirements.
- Facilitated inter-team communication to enhance project collaboration.
- Coordinated logistics for corporate associate visits, including transportation and accommodations.
- Managed schedules and logistics for training sessions across multiple locations.
- Developed process documentation to standardize operational workflows across regions.
- Trained new staff on company policies and best practices for service delivery.
- Collaborated with leadership to identify improvements in service offerings and delivery methods.
Resolution Specialist
Fidelity Investments
01.2015 - 01.2017
- Resolved client inquiries using effective communication and problem-solving strategies, ensuring client satisfaction.
- Analyzed complex issues to provide timely solutions for client concerns.
- Utilized CRM systems to track interactions and follow up with clients, enhancing overall client engagement.
- Collaborated with teams to streamline processes, improving customer service quality and response times.
- Managed case files and documentation for accurate record-keeping and compliance.
- Trained new team members on best practices and company policies for resolutions.
Money In Transaction Processing III
Fidelity Investments
01.2012 - 01.2015
- Enhanced customer satisfaction through effective problem resolution and friendly service.
- Assessed customer needs quickly during service interactions.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Organized and prioritized tasks to achieve service goals effectively.
- Executed individual and team daily duties with accuracy and efficiency.
Customer Record & Retrieval Associate II
Fidelity Investments
01.2005 - 01.2012
- Assisted customers with requests and answered questions, enhancing overall satisfaction.
- Prioritized and organized tasks to achieve service goals effectively.
- Collaborated with team members to meet deadlines and support business objectives.
Material Handler
Fidelity Investments
01.2004 - 01.2005
- Obtained forklift certification through training program
- Operated specialized systems and equipment to fulfill job responsibilities efficiently.
- Reviewed and revised physical inventory to maintain accurate stock levels.
- Collected and reconciled retirement documents to ensure accuracy for potential customers.
Sales, Design, and Processing Associate
Flowerama
Florence, USA
01.2004 - 11.2004
- Assisted customers with informed purchases to enhance satisfaction and drive sales.
- Assembled floral arrangements to enhance customer experience and processed new inventory to ensure product availability.
- Maintained clean and organized store to create inviting shopping environment.
- Watered and fertilized annual and indoor plants to promote healthy growth.
Skills
- Project management
- Work planning
- Team collaboration
- Problem-solving
- Verbal and written communication
- Adaptability
Timeline
Regional Coordinator
Fidelity Investments
01.2017 - 01.2025
Resolution Specialist
Fidelity Investments
01.2015 - 01.2017
Money In Transaction Processing III
Fidelity Investments
01.2012 - 01.2015
Customer Record & Retrieval Associate II
Fidelity Investments
01.2005 - 01.2012
Material Handler
Fidelity Investments
01.2004 - 01.2005
Sales, Design, and Processing Associate
Flowerama
01.2004 - 11.2004