Diana Villa Leon
Orem,UT
Summary
Motivated and efficient professional with experience in the finance industry, specializing in customer service, relationship management, and retirement planning. Demonstrated ability to resolve complex client issues and establish strong client relationships. Excels in high-pressure situations while maintaining a professional demeanor.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Retirement Associate
Fidelity Investments
08.2024 - 03.2025
- Promoted based on strong performance to support self-employed individuals and small businesses with retirement account solutions, including SEP IRAs, SIMPLE IRAs, and Solo 401(k)s.
- Guided clients through account setup, contributions, rollovers, and IRS-compliant distribution options.
- Managed high-volume inquiries and complex account servicing with accuracy and care.
Customer Relationship Associate
Fidelity Investments
03.2023 - 08.2024
- Delivered top-tier service by assisting clients with account questions, trades, and general financial information.
- Maintained in-depth product knowledge across various investment vehicles and account types.
- Collaborated closely with internal teams to enhance the customer experience.
Education
High School Diploma -
Timpanogos High School
Orem, UTSkills
- Client Relationship Management
- Retirement Account Knowledge (SEP IRA, SIMPLE IRA, Solo 401(k))
- FINRA & Financial Services Compliance
- Customer Service & Problem Resolution
- Communication & Active Listening
- Team Collaboration
- Time Management & Efficiency
- Real Estate Knowledge
- Microsoft Office Suite / CRM Systems
Certification
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 63
- Real Estate License
Languages
English
Spanish
Timeline
Retirement Associate
Fidelity Investments
08.2024 - 03.2025
Customer Relationship Associate
Fidelity Investments
03.2023 - 08.2024
High School Diploma -
Timpanogos High School
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