Esther Martinez
Colton,CA
Summary
Dynamic Financial Analyst with a proven track record at Fidelity Investments, adept at financial management and operational reporting. Recognized for empowering clients through tailored financial education and implementing effective risk management strategies. Strong organizational skills and meticulous attention to detail drive exceptional client satisfaction and loyalty.
Overview
13
13
years of professional experience
Work History
Financial Analyst
Fidelity Investments
01.2019 - Current
- Provided financial product information to clients, tailoring recommendations to individual needs and goals.
- Led workshops on financial literacy, empowering clients with knowledge to make informed decisions.
- Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
- Implemented risk management strategies for clients, safeguarding their investments against market volatility.
- Educated clients on potential risks and rewards associated with various investments.
- Educated clients on financial topics and best practices.
Financial Associate
Harland Clarke - Bank of America
06.2015 - 12.2019
- Resolved customer inquiries through effective communication across multiple channels.
- Managed high-volume call queues while maintaining service level agreements.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Front Desk Receptionist
Hampton Inn & Suites By Hilton
06.2013 - 06.2015
- Greeted guests warmly, ensuring positive first impressions and exceptional customer service.
- Managed front desk operations, including check-ins, check-outs, and reservations efficiently.
- Coordinated communication between departments to resolve guest inquiries and issues promptly.
- Maintained inventory of office supplies and amenities for guest services to ensure availability.
- Developed strong relationships with repeat guests, fostering loyalty and enhancing customer satisfaction.
Education
Associate of Science - Science Education
San Antonio College
San Antonio, TX05-2020
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Excellent attention to detail
- Strong organization
Accomplishments
- Received a professional excellence award from the Financial Management Association.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Financial Analyst
Fidelity Investments
01.2019 - Current
Financial Associate
Harland Clarke - Bank of America
06.2015 - 12.2019
Front Desk Receptionist
Hampton Inn & Suites By Hilton
06.2013 - 06.2015
Associate of Science - Science Education
San Antonio College