Cynthia Garcia
Westlake,TX
Summary
Highly-motivated employee with exceptional customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Strong desire to take on new challenges. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Health Savings Account Specialist II
Fidelity Investments
Westlake, TX
11.2024 - Current
- Assisted clients with account inquiries and transaction requests.
- Provided timely follow-up outstanding client requests and concerns.
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
Financial Associate
Fidelity Investments
Westlake
01.2022 - 11.2024
- Ability to establish rapport and relationships through effective communication.
- Listening to provide outstanding customer service with showing compassionate and empathy skills to support the challenges of our diverse customers.
- Adaptability and flexibility to succeed in various work environments such as: balancing working from office and home, overtime, etc.
- Self-motivated to work independently throughout the day and bring strong social skills with an upbeat attitude and passion to the team.
- Can explain complex scenarios and a simplified approach, while being able to maintain professional with customers, peers, and coworkers.
Research Interviewer
Nielsen
Dallas
07.2019 - 01.2022
- Answer incoming calls and outgoing calls
- Provided exceptional customer service and telephone skills
- Followed strict guidelines for obtaining consistent unbiased data
- Listened to and accurately captured respondents’ answers over the phone
- Persuaded reluctant respondents to participate in surveys and diaries
- Exceeded quality assessments standards and call monitoring requirements
- Worked with co-workers and management while working toward department goals.
Skills
- Relationship Building
- Excellent Interpersonal Skills
- Remarkable Customer Service And Assistance
- Self-Motivated Professional
- Committed to excellence
- Strong Attention to Detail and Success in Achieving Accuracy Goals
Timeline
Health Savings Account Specialist II
Fidelity Investments
11.2024 - Current
Financial Associate
Fidelity Investments
01.2022 - 11.2024
Research Interviewer
Nielsen
07.2019 - 01.2022