Israel Lopez Jr
Manchester
Summary
Goal-oriented professional skilled in understanding customer needs and driving sales growth. Proven ability to build rapport and foster positive relationships, enhancing customer retention and satisfaction.
Overview
4
4
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
05.2025 - Current
- Assisted clients with account inquiries and provided information on investment options.
- Processed transactions efficiently, ensuring compliance with company policies and regulatory standards.
- Utilized proprietary software to manage client accounts and track service requests effectively.
- Educated clients on financial products, fostering informed decision-making regarding investments.
Customer Service Representative
Enterprise Mobility
05.2023 - 05.2025
- Assisted in training new team members on customer service protocols.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Wheelchair Agent
Huntleigh
03.2022 - 05.2023
- Assisted passengers with mobility needs, ensuring safe and efficient transport through airport facilities.
- Collaborated with airport personnel to streamline boarding procedures for passengers requiring assistance.
- Maximized efficiency through punctual attendance at assigned gates, preparedness for incoming flights, and rapid response to last-minute changes in plans or priorities.
- Trained new staff on wheelchair operation and customer service protocols, enhancing team performance.
Education
High School Diploma -
Manchester West High School
Manchester, NH06-2022
Skills
- Goal oriented
- Teamwork and collaboration
- Sales and upselling
- Understanding customer needs
Timeline
Financial Customer Associate
Fidelity Investments
05.2025 - Current
Customer Service Representative
Enterprise Mobility
05.2023 - 05.2025
Wheelchair Agent
Huntleigh
03.2022 - 05.2023
High School Diploma -
Manchester West High School