Garrett Runnels Jr.
Cedar Hill,TX
Summary
An Accomplished Senior Representative within the Tax Brokerage Operation group at Fidelity Investments, adept in complex problem-solving and cost basis regulations, with a proven track record of enhancing customer satisfaction through positive engagement and strong communication skills. Excelling in high detail accuracy, achieving a 98% accuracy rate in service request resolution.
Overview
4
4
years of professional experience
Work History
Senior Representative, Brokerage Operations Tax
Fidelity Investments
06.2023 - Current
- Understanding IRS cost basis/regulations and the ability to communicate effectively through service request and phone calls.
- Ability to analyze complex positions activity and perform cost basis adjustments using manual calculations.
- Understanding the unique needs of each business group supported by our organization.
Launch Associate
Fidelity Investments
03.2022 - 06.2023
- Provided inbound client experience through answering inquires and providing education to 401k participants.
- Worked alongside an Operations Specialist team to review and transfer assets with a 99% accuracy.
- Partnered with the Associate Interaction Review team to completed 160 evaluations on a monthly basis. Which developed and coached WI reps on strategies to increase customer satisfaction and engagement.
Online Grocery Associate
Walmart
05.2020 - 01.2021
- Maintained positive and professional attitude toward customers to foster positive experiences resulting in repeat online purchases.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders and resolve item issues.
- Delivered assistance and service by carrying packages and bags and securing customer purchases in vehicles.
Education
Bachelor of Communication & Technology -
University of North Texas At Dallas
Dallas, TX05.2021
Associate of Science -
Cedar Valley College
Lancaster, TX12.2018
High School Diploma -
Cedar Hill Collegiate High School
Cedar Hill, TX05.2018
Skills
- Delivers High Satisfaction for Clients and Supported Organizations
- Prioritizing and Handling Critical Issues
- Strong Attention to Detail & Analysis
- Excellent Interpersonal, Verbal, and Written Communication
- Exceptional Process Management and Decision Making
- Proficient in Fast Pace Environment
Timeline
Senior Representative, Brokerage Operations Tax
Fidelity Investments
06.2023 - Current
Launch Associate
Fidelity Investments
03.2022 - 06.2023
Online Grocery Associate
Walmart
05.2020 - 01.2021
Bachelor of Communication & Technology -
University of North Texas At Dallas
Associate of Science -
Cedar Valley College
High School Diploma -
Cedar Hill Collegiate High School
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