Francesca Bujosa-Wallach
Albuquerque,NM
Summary
Proven Financial Associate with a solid background at Fidelity Investments, excelling in client servicing and product knowledge. Demonstrated ability to manage inbound calls effectively, ensuring customer satisfaction and performance improvement. Skilled in resolving issues and enhancing Health and Wellness and 401K expertise, contributing to significant service quality advancements. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
2
2
years of professional experience
Work History
Financial Associate II
Fidelity Investments
04.2024 - Current
- ·Answering participant questions about their account balance and helping to make withdrawals, transfer funds, or find resources.
Financial Customer Associate I
Fidelity Investments
05.2022 - 04.2024
- Processing enrollments for participants in medical coverage
- Reporting life events
- Developed and maintained strong knowledge of multiple client service teams and varying levels of benefits within each product.
- Delivered prompt service to prioritize customer needs.
Education
Riverdale Country School
The Bronx, NYSkills
- Client servicing
- Product Knowledge
- Inbound phone calls
- Resolving issues
- H&W expertise
- Performance Improvement
- Inbound Phone Call Management
Accomplishments
- Health & Insurance CST 8, 9 and all FHB which include:
- Gannett
- Molson Coors
- Nextera
- Unilever
- NCR Voyix & Atleos
- Pfizer
- Servicing Loans & Withdrawals
Timeline
Financial Associate II
Fidelity Investments
04.2024 - Current
Financial Customer Associate I
Fidelity Investments
05.2022 - 04.2024
Riverdale Country School
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