Jacqueline Amani
Haslet
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in customer service and complaint resolution. Recognized for attention to detail and effective communication, I successfully improved team performance as a Peer Guide. Adept at document analysis and fostering client satisfaction, I thrive in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Student Debt Operations Loaner
Fidelity Investments
Westlake
10.2025 - Current
- Fulfilled XTRAC work items in a timely and efficient manner.
- Analyzing documents provided by participants to ensure that requirements are met for the needed criteria.
- This role requires a strong amount of attention to detail skills.
- Customer service and resolution skills are also needed, as we communicated often with participants to retrieve any necessary documents or information.
Financial Customer Service Representative
Fidelity Investments
Westlake
04.2025 - Current
- Provided proactive customer support to our 401(k) account participants.
- Assisted customers with account inquiries and financial transactions.
- Resolved customer complaints through effective communication and problem-solving.
- Accomplishment: Set goals to improve stats to become eligible to be a Peer Guide. Within that following month, I met stat goals and became a Peer Guide.
Peer Guide
Fidelity Investments
Westlake
09.2025 - 10.2025
- Provided peer support to our onboarding associates.
- After listening to calls, I gave feedback through call reviews, following STRIVE, regarding strengths and needed improvements. Provided example verbiage for improvements, and tips for growth. Incorporated empathy and motivation to help build more confidence on calls.
Caterer
FLIK Hospitality
Westlake
12.2022 - 12.2023
- Organized and coordinated catering events with clients to ensure their needs were met.
- Provided direction to staff during setup and service of catered events.
- Ensured proper storage of food items prior to catering events.
- Managed inventory of catering equipment including chafing dishes, serving utensils, linens.
- Maintained cleanliness of kitchen area before, during and after catered events.
- Communicated effectively with waitstaff and other personnel to ensure smooth operation at catered functions.
- Inspected food quality and presentation prior to delivery or service at catered events.
- Calculated accurate portion sizes when preparing meals for large groups.
- Monitored food preparation times in order to deliver hot meals on time.
- Created attractive displays for buffets using a variety of garnishes and decorations.
Shift Leader
Dairy Queen
Euless
10.2020 - 12.2022
- Managed inventory levels by monitoring stock levels, ordering supplies when necessary, and ensuring product quality was up to standard prior to use or sale.
- Verified that cash drawers contained correct amounts of money during opening and closing shifts.
- Confirmed accuracy of daily sales reports before submitting them to management for review.
- Maintained an organized work environment by delegating tasks to staff as needed.
- Ensured staff was properly trained on all aspects of their job duties, including safety protocols.
- Resolved customer complaints promptly and professionally.
- Provided exceptional customer service and maintained a positive attitude throughout the shift.
Shift Leader
Hawaiian Bros
Hurst
07.2021 - 10.2021
- Handled customer inquiries in a timely manner while providing accurate information regarding menu items and promotions.
- Supervised and led employees to maintain productivity and customer service levels.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Supervised the cleaning of dining areas, restrooms, kitchen equipment, floors., in order to maintain a safe and sanitary environment for customers and staff alike.
Education
High School Diploma -
Trinity High School
Euless, TX05-2020
Skills
- Guest and client satisfaction
- Expense tracking
- Schedule preparation
- Time management
- Staff management
- Complaint resolution
- Document analysis
- Customer service
- Effective communication
- Attention to detail
- Peer mentoring
Certification
- Microsoft Certification
- TABC- Texas Alcoholic Beverage Commission
- ServSafe Food Protection- Food Safety Manager Certification
- FHC- Food Handlers Certification
Timeline
Student Debt Operations Loaner
Fidelity Investments
10.2025 - Current
Peer Guide
Fidelity Investments
09.2025 - 10.2025
Financial Customer Service Representative
Fidelity Investments
04.2025 - Current
Caterer
FLIK Hospitality
12.2022 - 12.2023
Shift Leader
Hawaiian Bros
07.2021 - 10.2021
Shift Leader
Dairy Queen
10.2020 - 12.2022
High School Diploma -
Trinity High School