EVAN C SENECAL
Keller,TX
Summary
Dedicated Case Manager with 3+ years’experience and a demonstrated history of performance in various specialties and industries. Skilled in Customer Service, Communication, Public Speaking, Time Management, and Conflict Resolution. Tested and proven Case Manager with a Bachelor focused in History from Thomas More University. Aiming to leverage a proven knowledge of customer satisfaction, conflict resolution, and process simplification skills to be an asset to any organization. Frequently praised as efficient and dependable by peers and can be relied upon to be focused and dedicated.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Events Consultant II
Fidelity Investments
Westlake, TX
03.2022 - Current
- Assigned to assist Financial Consultants, Private Wealth Management, Branches and Advisory teams with client cases relating to major life events such as death, divorce, or account changes due to estate planning.
- Independently resolves issues for diverse client portfolios, ensuring high-quality service and compliance with regulatory standards.
- Leverages problem-solving skills to address unique challenges, enhancing client satisfaction, and operational efficiency.
- The average case load is 75-100 cases at a time, with a monthly rate of 80-120 cases closed.
Client Relationship Advocate
Fidelity Investments
Wake Forest, NC
05.2021 - 03.2022
- Client services representative tasked with assisting customers with account maintenance, problem resolution and trade assistance.
- Obtained and maintained Series 7 and Series 63 financial licenses.
- Performed and maintained high level of customer service and associated statistic measurements of performance.
Information Technology Specialist
DIOCESE OF RALEIGH OFFICE OF VOCATIONS
Wake Forest, NC
01.2020 - 03.2020
- Reported to the Director of Vocations.
- Created and designed website in conjunction with the Director for official Diocesan use.
- Performed basic video editing for web material
Lead Barback
FARINA NEIGHBORHOOD ITALIAN
Raleigh, North Carolina
06.2019 - 12.2019
- Collected trash, wiped up spills and removed trays to maintain fresh and clean customer areas
- Managed customer deliveries and assisted with carrying out orders to promote maximum satisfaction
- Assisted wait staff with timely food delivery and guest requests
- Transported dirty utensils, dishes, and trays to kitchen to support efficient cleaning.
Relocation Specialist
ALL AMERICAN RELOCATION
Raleigh, North Carolina
10.2017 - 08.2018
- Managed moving and storage of client property in private, military and government sectors with complete confidentiality (when required)
- Prioritized efficiency and organization of moving client property
- Maintained excellent attendance record, consistently arriving to work on time.
Busser
FARM TABLE
Wake Forest, NC
01.2017 - 08.2017
- Checked dining area supplies, including linens, and wrapped silverware, and replenished low stock
- Worked quickly, communicated with other staff, and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests
- Kept close eye on customers to quickly spot leaving guests and clear tables for future patrons.
Sales Associate
MICHAELS CRAFT STORE
Wake Forest, NC
05.2015 - 08.2016
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
- Maintained organized, presentable merchandise to drive continuous sales
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise
- Applied security and loss prevention training toward recognizing risks and reducing store theft
- Liaised with customers and recommended specific products and specials, aligning with individual needs, requirements, and specifications
- Engaged with customers to effectively build rapport and lasting relationships
- Delivered high level of assistance by locating products and checking store system for merchandise at other sites
- Answered customer questions regarding sizing and accessories and explained how to properly care for merchandise.
Education
BACHELOR OF ARTS - History
Thomas More University
Crestview Hills, KY05.2021
BACHELOR OF ARTS History -
North Carolina State University
Raleigh, NC04.2019
Skills
- Customer Service
- Team and Business Partner Collaboration
- Performance Goals
- Detailed oriented & results driven
- Salesforce, OneNote, and Excel
- Excellent Communication
- Conflict Resolution
- Creative problem-solving
- Process efficiency
Certification
- FINRA Series 7
- FINRA Series 63
Timeline
Life Events Consultant II
Fidelity Investments
03.2022 - Current
Client Relationship Advocate
Fidelity Investments
05.2021 - 03.2022
Information Technology Specialist
DIOCESE OF RALEIGH OFFICE OF VOCATIONS
01.2020 - 03.2020
Lead Barback
FARINA NEIGHBORHOOD ITALIAN
06.2019 - 12.2019
Relocation Specialist
ALL AMERICAN RELOCATION
10.2017 - 08.2018
Busser
FARM TABLE
01.2017 - 08.2017
Sales Associate
MICHAELS CRAFT STORE
05.2015 - 08.2016
BACHELOR OF ARTS - History
Thomas More University
BACHELOR OF ARTS History -
North Carolina State University
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