Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
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DAVID REX

Customer Relations Advocate
Denton,TX

Summary

Caring and skilled Customer Relations Advocate, passionate about positively impacting programs and helping participants by providing expert support. Familiar with Focus Point, Xtrac, Sales Force, FBSI and always looking for ways to improve operations and personalize assistance. Well-organized and resourceful with detail-oriented and conscientious approach.


Experienced Non-Commissioned Officer, offering three+ years of experience with United States Army. Solid communication, planning, and problem-solving abilities. Outstanding team collaboration and leadership skills.

Overview

9
9
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work History

Customer Relations Advocate

Fidelity Investments
08.2023 - Current

Worked effectively with fellow team members to coordinate effective solutions to any question or concern.

  • Delivered friendly service and offered expert support in every interaction.
  • Assisted individuals in navigating processes and procedures to resolve issues, understand rights and express views.
  • Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
  • Made referrals to appropriate services, following up to confirm patients received access to required care.
  • Managed sensitive cases with discretion, protecting client confidentiality and trust.
  • Fostered collaborative team environment, leading to more effective case strategy development and execution.

Human Resource Summer Intern

Parkway Construction
04.2022 - 08.2022
  • Developed strong written and verbal communication skills.
  • Maintained relationships with personnel using strong collaboration and teamwork skills.
  • Filed paperwork, sorted, and delivered mail and maintained office organization.
  • Worked with HR team to coordinate company events.
  • Assisted human resources and recruiting teams by scheduling phone screens and on-site interviews.
  • Updated and maintained employee records to respond quickly to requests for information.
  • Created and updated tracking spreadsheets using MS Excel.

Squad Leader

U.S Army
08.2015 - 01.2019
  • Advanced rapidly from the rank of Private to Sergeant, holding the positions of Bradley Fighting Vehicle Driver, Gunner, and Squad Leader.
  • Demonstrated the discipline, work ethic and technical proficiency to advance quickly to the next position.
  • As a Bradley Fighting Vehicle Gunner, received Squadron’s Top Gun award, rewarded to the crew with the highest level of tactical accuracy.
  • As a Squad Leader, supervised 5+ other soldiers daily, providing necessary training and supervision to accomplish all assigned tasks.
  • Deployed with 2nd Squadron 13th Cavalry Regiment to Kuwait and the Kingdom of Bahrain.
  • Determined necessity and type of additional resources and change of approach and techniques.

Education

Bachelor of Arts - History

University of North Texas
Denton, TX
01.2019 - 12.2022

Bachelor of Science - Exercise Science

Utah Valley University
Orem, UT
08.2013 - 06.2015

High School Diploma -

Issaquah High School
Issaquah, WA
12.2006 - 06.2010

Skills

Experienced and determined leader

Adaptive and diplomatic communicator

Proficient in basic and advanced combat first-aid

Experience operating heavy vehicles

Highly skilled and proficient with firearms

Mission objective accomplishment

Training expertise

Briefing leadership

Client Representation

Accomplishments

  • Recipient of the Dakota Order of the Spur in January 2018, a three-day US Army Calvary test to evaluate leadership, technical and tactical proficiency, physical fitness, and the ability to operate as part of a team under high levels of stress and fatigue under both day and night conditions.
  • During my military service in the Kingdom of Bahrain, I gave multiple high-level mission briefs to senior ranking officers, eliciting their praise and receiving several awards for my ability to demonstrate calm and sound communication under pressure.

Languages

Portuguese

Certification

Fully Licensed Broker, Passed SIE, Series 7, and Series 63 in 2023

Timeline

Customer Relations Advocate

Fidelity Investments
08.2023 - Current

Human Resource Summer Intern

Parkway Construction
04.2022 - 08.2022

Bachelor of Arts - History

University of North Texas
01.2019 - 12.2022

Squad Leader

U.S Army
08.2015 - 01.2019

Bachelor of Science - Exercise Science

Utah Valley University
08.2013 - 06.2015

High School Diploma -

Issaquah High School
12.2006 - 06.2010
DAVID REXCustomer Relations Advocate