Jacob Shalz
Jacksonville Beach
Summary
Stock Plan Associate at Fidelity Investments with a proven track record in complex problem resolution and exceptional customer service. Enhanced client satisfaction through effective communication and operational efficiency. Licensed with SIE, Series 7, and Series 63, I excel in delivering financial solutions to meet diverse client needs.
Overview
10
10
years of professional experience
Work History
Stock Plan Associate
Fidelity Investments
02.2024 - Current
- Provided ongoing support for client inquiries, ensuring timely and accurate responses.
- Contributed to team meetings by sharing insights on industry best practices and emerging trends.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Assisted clients in understanding financial products and services tailored to their needs.
- Received SIE, Series 7, and Series 63 FINRA licenses.
Logistics Operations/Sales Associate
Magellan Transport Logistics
08.2022 - 01.2023
- Coordinated logistics operations with multiple departments for the smooth delivery of products while minimizing delays or lost shipments.
- Streamlined logistics operations to improve delivery times.
- Organized and managed complex logistics operations, coordinating multiple shipments simultaneously across various modes of transport.
Relations Specialists
Commercial Investment Trust (CIT) Bank
08.2021 - 02.2022
- Notified customers of payment obligations via phone calls and emails.
- Collected payments, updated accounts, and assisted customers with various questions and requests.
- Posted payments and adjusted balances to reflect new values.
Assistant Manager - Beach Rental Department
Ponte Vedra Inn & Club
03.2019 - 07.2021
- Trained and mentored staff to improve operational efficiency.
- Oversaw scheduling and staffing to align with peak demand periods for enhanced service levels.
- Set up beach rental equipment for guests and members.
- Completed physically demanding work daily.
Staff Associate
Quinn Shalz Family Funeral Home
12.2015 - 10.2018
- Coordinated funeral service arrangements with the funeral director.
- Managed inventory of funeral supplies, optimizing stock levels to meet operational needs.
- Welcomed guests and assisted with various needs.
- Transported flowers, food, and displays for services.
Education
BBA - Business Administration And Management
University of North Florida
Jacksonville, Florida, FL12-2021
Skills
- Complex problem resolution
- Operational efficiency
- Communication skills
- Time management
- Attention to detail
- Customer service
Timeline
Stock Plan Associate
Fidelity Investments
02.2024 - Current
Logistics Operations/Sales Associate
Magellan Transport Logistics
08.2022 - 01.2023
Relations Specialists
Commercial Investment Trust (CIT) Bank
08.2021 - 02.2022
Assistant Manager - Beach Rental Department
Ponte Vedra Inn & Club
03.2019 - 07.2021
Staff Associate
Quinn Shalz Family Funeral Home
12.2015 - 10.2018
BBA - Business Administration And Management
University of North Florida