Jackson Flynn
Jacksonville,FL
Summary
Hardworking and reliable Retirement Representative with strong ability in communication. Offering efficiency and accuracy. Highly organized, proactive and punctual with team-oriented mentality. Use OPS skills on a daily basis to manage OPA and make schedule adjustments for various Retirements teams in Jacksonville including Eric Cotti and Cari Covey's associates.
Overview
4
4
years of professional experience
Work History
Retirement Representative
Fidelity Investments
06.2022 - Current
- Took inbound calls from established customers to assist with small business retirement plans and inherited IRAs.
Local Real Time Management Analyst Loan
Fidelity Investments
06.2023 - 10.2023
- Address intra-day shortfall/excess capacity to achieve business results
- Point of contact for day-to-day needs
Customer Relationship Advocate
Fidelity Investments
05.2021 - 06.2022
- Assisted customers with inquiries, troubleshooting and resolutions for their account-related issues.
Captioning Agent
CaptionCall
Salt Lake City, UT
09.2020 - 03.2022
- Utilized computer software to add closed captions to live phone calls for hearing impaired people.
Education
Bachelor of Science - Business Administration And Management
University of Utah
Salt Lake City, UTSkills
- Understanding of Fidelity's Internal Systems including WFM, NICE, Workday, XTRAC
- Team Scheduling
- Overseeing Daily Activities
- Excellent Communication Skills
- Customer Relations
- Analytical Skills
- Complex Problem-Solving
- Retirement Planning
Affiliations
- Fidelity Investments Corporate Basketball League Player
Timeline
Local Real Time Management Analyst Loan
Fidelity Investments
06.2023 - 10.2023
Retirement Representative
Fidelity Investments
06.2022 - Current
Customer Relationship Advocate
Fidelity Investments
05.2021 - 06.2022
Captioning Agent
CaptionCall
09.2020 - 03.2022
Bachelor of Science - Business Administration And Management
University of Utah