Elissa Cohen

Researched and validated mutual fund impacts using accounting systems to accurately account for shareholder's interests while maintaining Fidelity's reputation.

Communicated effectively with internal and external business partners to problem-solve and provide customer solutions.

Performed a high volume of tasks on a day to day basis associated with fund accounting, data management, trade processing, and regulatory reporting

Led a weekly team bonding activity and assisted in leading team "huddles"

Successfully processed High Dollar Review work items 3/5 days a week while providing professional and clear communications of coaching, fails, and positive feedback messages

Successfully researched and resolved INQURY items, with a emphasis on loan and contribution related issues

Received an "Exceptional" review first year at Fidelity

Regularly served clients on the 401k team with quality and specialized 401k plan knowledge

Successfully processed XTRACS for money-in and money-out operations

Served on a back-office/ best in practices workstream producing presentations and resource organization/development

Served on an events and activities workstream producing/organizing online and in-person cohort events

Provided excellent customer service and received the "Bright Future Scholarship Award"