Emily Miller
Green Cove Springs,FL
Summary
Financial representative with experience assisting customers in a call center setting. Answered questions and resolved problems by sharing deep knowledge of 401(k) and Retirement information. Upbeat and courteous when helping individuals with various needs to boost customer service satisfaction ratings.
Overview
11
11
years of professional experience
Work History
Fidelity Investments Financial Customer Associate
Fidelity Investments
Jacksonville, FL
01.2023 - 03.2024
- Taking incoming calls while addressing 401k and customer service questions
- Answering questions regarding 401k accounts and retirement savings plans
- Driving digital to guide participants to appropriate and effective resources
- Helping clients feel more confident in their ability to process transactions and gain understanding of their retirement plans.
- Recorded inquiry details and action taken to assist customers or resolve problems.
- Ensured all transactions were processed in accordance with established procedures.
- Listened attentively to customer complaints and concerns in order to resolve issues quickly and effectively.
- Reviewed paperwork and entered into computer system.
Fidelity Investments Customer Relationship Advocate
Fidelity Investments
Jacksonville, FL
01.2022 - 02.2023
- Taking incoming calls while addressing customer service issues
- Answering questions about account balances and driving digital to guide clients to appropriate resources
- Helping clients feel more confident, make clearer decisions, and achieve their own financial dreams.
- Educated customers about company policies, procedures, products, services.
- Researched and resolved customer complaints in a timely manner.
Clay County Schools Teacher
Clay County Schools
Orange Park, FL
01.2018 - 02.2022
- Collaborating with other professionals and staff for projects, goals, and development of students
- Implementing the designated curriculum
- Preparing appropriately designed lessons and courses
- Conducting effective classroom management
- Applying appropriate assessment tools and evaluating data to promote development.
- Built and strengthened positive relationships with students, parents and teaching staff.
- Encouraged critical thinking skills and problem-solving strategies among students.
Walmart Neighborhood Market Customer Service Supervisor
Walmart Neighborhood Market
01.2013 - 01.2017
- Ensure customer satisfaction by greeting and answering their questions
- Tour area to ensure it is meeting customer expectations
- Working hand in hand with team associates to get tasks done
- Prepare and plan for upcoming events that will impact the area and community
- Ability to communicate, take direction at all levels, and turn it into action.
Education
Bachelor's Degree in Elementary Education -
Saint Leo University
01.2017
Associate degree in General Education -
St. John's River State College
01.2015
Skills
- Call Documentation
- De-Escalation Techniques
- Customer Service
- Computer Skills
- Transaction Processing
- Attention to Detail
Timeline
Fidelity Investments Financial Customer Associate
Fidelity Investments
01.2023 - 03.2024
Fidelity Investments Customer Relationship Advocate
Fidelity Investments
01.2022 - 02.2023
Clay County Schools Teacher
Clay County Schools
01.2018 - 02.2022
Walmart Neighborhood Market Customer Service Supervisor
Walmart Neighborhood Market
01.2013 - 01.2017
Bachelor's Degree in Elementary Education -
Saint Leo University
Associate degree in General Education -
St. John's River State College
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