Jamie Coats
Lehi
Summary
Summary:
Experienced Financial Services Representative with Fidelity Investments.
Motivated and adaptable teammate, enjoys learning from and guiding peers.
Adept at navigating complex client needs.
Eager to leverage expertise in a challenging new role.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Fidelity Investments
12.2021 - Current
- Several roles with Fidelity including Customer Relationship Advocate, Defined Contributions (DC) Representative, and Defined Benefits (DB) Representative.
- Work with both DC and DB participant chats.
- During tenure with Workplace Investing I have had opportunities to acquire skills and experience through the Team Lead pipeline and by participating in Peer Guiding as a guide.
Loan Officer Assistant
Low VA Rates
02.2021 - 04.2021
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Communicated with customers daily to request information and complete paperwork.
Sales Representative
ClearLink
07.2019 - 05.2020
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Assisted call-in customers with questions and orders.
Customer Service Professional
H&R Block
12.2018 - 04.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Improved operational efficiencies while managing customers requests.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
High School Diploma -
Seto Study School
Pembina, ND06-2018
Skills
- 7 years Customer Service experience
- Team Lead experience
- Peer Guiding
- Sales Experience
- Coachable and eager to learn and grow
Timeline
Financial Services Representative
Fidelity Investments
12.2021 - Current
Loan Officer Assistant
Low VA Rates
02.2021 - 04.2021
Sales Representative
ClearLink
07.2019 - 05.2020
Customer Service Professional
H&R Block
12.2018 - 04.2019
High School Diploma -
Seto Study School
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