Dynamic professional with a proven track record at Fidelity Investments, adept in financial reporting and fostering client relationships. Excelled in complaint resolution, boosting customer satisfaction rates significantly. Skilled in both cash management and team leadership, consistently achieving sales quotas through strategic business development and meticulous records management. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.