Jennifer Gronberg
Union,KY
Summary
Skilled risk operations professional with a strong background in investigating diminished capacity, fraud, and exploitation concerns. Managed sensitive cases independently from start to finish while collaborating with business partners to complete required actions. Focused on safeguarding client assets and improving outcomes.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Risk Operations & Service Specialist II
Fidelity Investments
Covington , KY
03.2016 - Current
- Managed cases independently from initiation to resolution, ensuring thorough oversight of client protection.
- Determined through investigation whether concerns were substantiated, required action, and what response would best protect client assets.
- Partnered with various business units to resolve substantiated concerns and implement necessary actions.
- Guided clients on proactive measures to protect their assets effectively.
- Analyzed notifications involving diminished capacity, financial exploitation, or fraud concerns.
Health Savings Account Representative
Fidelity Investments
Covinvton , KY
04.2015 - 03.2016
- Guided participants through employer-sponsored HSA processes, managing contributions and distributions.
- Resolved client inquiries about Fidelity Investments accounts, services, and transaction requests.
- Processed account maintenance changes using Fidelity Investments systems and internal procedures.
401K Specialist
Fidelity Investments
Covington , KY
09.2011 - 04.2015
- Assisted Fidelity retirement participants with 401(k) account questions
- Processed contribution changes and payroll adjustments in retirement systems
- Reviewed participant requests for loans, withdrawals, and rollovers
- Explained retirement plan rules and eligibility requirements to participants
Education
Bachelor of Arts - Elementary Education
Westfield State University
Westfield, MA05-1992
Skills
- Fraud investigation
- Financial exploitation prevention
- Risk assessment
- Independent case management
- Case management
- Client communication
- Client experience enhancement
- Cross-functional teamwork
- Commitment to outcome improvement
- Multitasking and organization
Certification
- Series 7
- Series 63
Timeline
Risk Operations & Service Specialist II
Fidelity Investments
03.2016 - Current
Health Savings Account Representative
Fidelity Investments
04.2015 - 03.2016
401K Specialist
Fidelity Investments
09.2011 - 04.2015
Bachelor of Arts - Elementary Education
Westfield State University