Jasmine Harris
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in client support and effective communication. Skilled in analytical problem-solving and organizational management, I consistently deliver exceptional service while fostering collaborative teamwork. My attention to detail ensures accuracy in financial transactions, enhancing client satisfaction and trust.
Overview
12
12
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
03.2025 - Current
- Providing outstanding support and a positive experience to clients over the phone. This includes handling inquiries, resolving issues, and demonstrating empathy and professionalism, especially during potentially stressful financial discussions.
- Clearly and effectively communicating complex financial information in an understandable manner, both verbally while actively listening to understand customer needs and providing concise, accurate responses.
- Identifying customer needs, analyzing situations, and effectively leveraging resources to find appropriate solutions and resolutions for various inquiries and issues related to 401(k) accounts, withdrawals, loans, etc.
- Ensuring accuracy in processing transactions, updating records, and providing correct information to customers, which is crucial in financial services.
- Working effectively within a team environment, contributing to a positive work culture, and collaborating with colleagues to achieve shared goals.
Outbound Department Trainer
Amazon
01.2022 - 03.2024
- Developed specific goals and plans to prioritize, organize, and accomplish departmental work, demonstrating strong planning and organizational skills applicable to event timelines and logistics.
- Analyzed information and evaluated results to choose the best solution and solve problems, showcasing critical problem-solving abilities crucial for unforeseen event challenges.
- Communicated effectively with trainees, delivering positive and constructive feedback, highlighting strong interpersonal and communication skills essential for client and vendor relations
Dietary Aide
Bon Secours
02.2020 - 01.2022
- Served meals to approximately 130 residents daily per established schedules and dietary procedures, demonstrating adherence to strict timelines and attention to specific requirements, relevant to catering and event schedules.
- Assisted in maintaining dry storage areas and handling unpacking, dating, and rotating food and non-food supplies as directed, showcasing organizational and inventory management skills
- Coordinated with kitchen staff to streamline meal preparation workflows.
- Served meals to residents in accordance with established schedules and dietary procedures.
Administrative Clerk
United States Naval Service
03.2014 - 01.2022
- Created and updated 200 physical records and digital files daily, demonstrating meticulous organization and attention to detail necessary for managing event documentation and guest lists.
- Sorted, opened, and routed an estimated 20 daily incoming correspondence and deliveries, showcasing efficient workflow planning and timely management of crucial information
- Maintained filing systems, improving document retrieval times and organization standards.
- Created a welcoming environment for customers and assisted quickly with inquiries and needs, emphasizing customer service and relationship-building skills vital for client satisfaction in event planning
Education
No Degree - Hospitality Management
Cincinnati State Technical And Community College
Cincinnati, OH05-2027
Skills
- Effective organizational skills
- Effective time management
- Long-term strategic planning
- Analytical problem-solving
- Effective communication
- Client support
- Collaborative teamwork
- Thorough detail orientation
- Task scheduling
- Effective leadership
Timeline
Financial Customer Associate
Fidelity Investments
03.2025 - Current
Outbound Department Trainer
Amazon
01.2022 - 03.2024
Dietary Aide
Bon Secours
02.2020 - 01.2022
Administrative Clerk
United States Naval Service
03.2014 - 01.2022
No Degree - Hospitality Management
Cincinnati State Technical And Community College