Erin Lynch
Pawtucket,RI
Summary
Experienced and enthusiastic Communications Consultant with a strong desire to see the TEM C&E organization continue to thrive. By integrating strong knowledge the CC role with leadership skills, industry experience, and cross function relationship building, to lead a team of CCs to successfully engage their plan sponsors and participants with the Fidelity offering.
Overview
19
19
years of professional experience
Work History
Director, Communications Consultant
Fidelity Investments
07.2014 - Current
- Extremely high CS&L scores, achieved by effectively managing and implementing engagement programs.
- Managed a book of strategic clients while developing engagement strategies, fostering positive client relationships.
- Identified gaps in CC team knowledge and created resources to support team goals.
- Participated in cross-business unit committees to advocate for TEM clients, participants, and business.
- Mentored colleagues and new associates to bring up to speed, and improve skillsets.
Communications Analyst
Fidelity Investments
07.2012 - 07.2014
- Lead pilot rollout of new PreLogin sites, worked with core team developing and improving process flows to ensure successful client migrations. Creating strong relationship with business partners.
- Deployed and maintained NetBenefits enhancements, working in conjunction with Communication Consultants to ensure NetBenefits reflected client branding, along with accurate and timely information.
- Supported University of California’s Client Service Team.
Client Validation Testing
Fidelity Investments
01.2010 - 01.2012
- Presented comprehensive ‘Fidelity Participant Experience’ to new SPS implementation clients during on-site visits
- Built relationships with new SPS Clients, instilling confidence in Fidelity’s administrative and customer service capabilities.
Stock Plan Services Help Desk
Fidelity Investments
01.2008 - 01.2012
- Assisted SPS representatives with participant needs, leveraging business partners for problem resolution, real time decision making, and resolving escalated issues
- Lead representatives to improve technical knowledge, and customer service interactions, successfully exceeding departmental goals for running 2 years.
- Member of SPS OnLine Reference re-write team.
Financial Services Representative
Fidelity Investments
01.2005 - 01.2008
Education
Bachelor of Art in Communication / Minor English -
Keene State College
Keene, NH01.2004
Skills
- Project Management & Leadership
- Client Service Team Leadership
- Client Relationships & Engagement
- Best Practices Implementation
- Strategic Planning
Accomplishments
Leadership Development Program
Promoted from Senior CC to Director CC
Successfully managing a book of strategic clients
Mentoring new associates
EIA award winner
Personal Information
Title: NASD Series 7
Awards
- Excellence in Action: First Quarter 2012
- Third Quarter 2008
- First Quarter 2007
- Third Quarter 2006
- Fourth Quarter 2005
Leadership Development Program
Successfully completed LDP in 2019, with an output designed to make our Benefits Fairs more engaging, our work on this project is continuing to shape how Fidelity WFC and IEC show up at these events.
Timeline
Director, Communications Consultant
Fidelity Investments
07.2014 - Current
Communications Analyst
Fidelity Investments
07.2012 - 07.2014
Client Validation Testing
Fidelity Investments
01.2010 - 01.2012
Stock Plan Services Help Desk
Fidelity Investments
01.2008 - 01.2012
Financial Services Representative
Fidelity Investments
01.2005 - 01.2008
Bachelor of Art in Communication / Minor English -
Keene State College
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