Jahayra Mejia Chavez
Saginaw,TX
Summary
Bilingual Financial Advisor with strong expertise in client education and investment strategies. Experienced in data analysis and customer relationship management, ensuring clients receive timely and effective financial guidance.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Bilingual Financial Advisor
Fidelity Investments
Westlake, Texas
06.2024 - Current
- Educated clients on various investment products and financial services offered.
- Communicated with clients through phone, email, or video conferencing to address financial matters and provide tailored advice.
- Responded promptly to customer inquiries about accounts and services, ensuring clarity and satisfaction.
- Answered clients' questions about financial plans and strategies, simplifying complex data for better understanding.
Pc Associate
Best Buy
Arlington , tx
08.2021 - 05.2024
- Guided customers in product selection and purchase decisions to ensure informed choices.
- Assisted customers with selecting items and answering questions about products.
- Addressed customer complaints swiftly to improve overall satisfaction.
- Trained new staff on customer service protocols and store operations.
- Processed transactions efficiently using point-of-sale systems.
- Managed multiple tasks simultaneously while maintaining attention to detail.
- Reviewed financial data to uncover trends and suggest actionable improvements.
Reservation Specialist
American Airlines
Fort Worth, Texas
09.2022 - 09.2023
- Coordinated group bookings for corporate and leisure travel.
- Resolved customer inquiries via phone and email promptly.
- Collaborated with team members to optimize reservation processes.
- Performed data entry into reservation system and updated customer information as needed.
Education
Bachelor of Science - Business
The University of Texas At Arlington
Arlington, TX12-2023
Skills
- Investment strategies
- Financial planning
- Portfolio management
- Client education
- Customer relationship management
- Data analysis
- Time management
- Team collaboration
- Manual data entry
- Communication skills
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Certification
Stunkent Social Media Simtership
Timeline
Bilingual Financial Advisor
Fidelity Investments
06.2024 - Current
Reservation Specialist
American Airlines
09.2022 - 09.2023
Pc Associate
Best Buy
08.2021 - 05.2024
Bachelor of Science - Business
The University of Texas At Arlington