Freddy Moran
Fort Worth
Summary
Professional with focus on fostering strong client relationships and delivering impactful results. Skilled in active listening, conflict resolution, and personalized service. Collaborative team player, adaptable to changing needs, and consistently reliable. Equipped with strong communication and problem-solving abilities, ensuring high customer satisfaction. Seeking to leverage my technical and interpersonal skills in a Compliance Associate role at Fidelity Investments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
08.2024 - Current
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Established a proactive approach towards managing client accounts, identifying potential issues before they escalated into larger problems.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
- Created a welcoming environment for clients by consistently exhibiting professionalism, empathy, and patience during all interactions.
- Played an integral role in training new staff members on best practices regarding customer relations processes while fostering a culture focused on continuous improvement.
Service Desk Team Member
EOS Ftiness
01.2024 - 07.2024
- Addressing Member Inquiries: Responding to questions and concerns about gym services, equipment, schedules, and policies.
- Reporting: Keeping track of membership statistics, attendance, and other relevant data.
- Resolving Complaints: Handling member complaints and issues promptly and professionally, finding solutions, and escalating issues to management if necessary.
- Promoting Services: Informing members about new classes, programs, events, and promotions.
Non-Commissioned Officer
Battery C, 1st Bn 11th Marines
01.2020 - 01.2022
- Mentored and developed junior Marines, fostering their professional growth and well-being.
- Conducted regular evaluations and provided feedback to enhance team performance and individual capabilities.
- Managed team-building activities to strengthen unit cohesion and operational effectiveness.
Network Administrator
United States Marine Corps
01.2018 - 01.2022
- Diagnosed and resolved hardware, software, and network issues, ensuring minimal disruption to users.
- Logged, resolved, and escalated on-site and off-site issues, maintaining comprehensive records for future reference.
- Ensured the continuity of computer and telephone system services for users through technical expertise, assistance, and project coordination.
- Acted as a liaison between the site and upper-echelon command sites, conducting extensive research to identify and collaborate with the appropriate system personnel.
Education
A.A - Business
Tarrant County College
12-2025
Highschool Diploma -
Timbercreek Highschool
01.2018
Skills
- Analysis and Critical Thinking
- Team Building
- Client Service
- Risk Management
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Excellent communication
- Computer skills
- Verbal and written communication
- Microsoft office
Certification
- Series 7 License - 2025
- Series 63 License - 2025
Military Awards
- Global War on Terrorism Service Medal - 2019
- National Defense Service Medal - 2018
- Good Conduct Medal - 2021
- Meritorious Unit Commendation - 2020
- Sea Service - 2020
Timeline
Customer Relationship Advocate
Fidelity Investments
08.2024 - Current
Service Desk Team Member
EOS Ftiness
01.2024 - 07.2024
Non-Commissioned Officer
Battery C, 1st Bn 11th Marines
01.2020 - 01.2022
Network Administrator
United States Marine Corps
01.2018 - 01.2022
Highschool Diploma -
Timbercreek Highschool
A.A - Business
Tarrant County College
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Abdulla ShafieAbdulla Shafie
Front Desk Personal at Plant fitnessFront Desk Personal at Plant fitness