Jessica King
Albuquerque,NM
Summary
Dynamic professional with 9+ years of experience at Fidelity Investments, specializing in data entry and financial transactions. Demonstrated success in process improvement and compliance management, leading to enhanced operational efficiency. Skilled in cross-functional collaboration and employee training, providing exceptional customer education and support. Recognized for meticulous attention to detail and effective multitasking abilities.
Overview
10
10
years of professional experience
Work History
Senior Representative Transaction Processing
Fidelity Investments
Albuquerque, USA
09.2019 - 12.2025
- Processed and entered data across multiple platforms, ensuring accuracy and efficiency.
- Maintained customer records to guarantee data integrity and compliance with regulatory deadlines.
- Identified process improvement opportunities to enhance standard operating procedures.
- Demonstrated multitasking skills by managing data input while meeting productivity benchmarks.
- Cross-trained on multiple teams to support diverse workflows effectively.
Financial Representative- Defined Contribution-High Engagement
Fidelity Investments
Albuquerque, USA
05.2016 - 09.2019
- Educated high-value callers on DC 401(k) financial plans to ensure understanding and accuracy.
- Provided step-by-step online navigation support for account access and digital tools.
- Mentored new hires as a Peer Guide to facilitate adaptation to team dynamics and service standards.
- Cross-trained in 401(k) and health insurance benefits to enhance support during enrollment periods.
- Handled complex inquiries with professionalism to deliver exceptional service.
- Recognized as top performer
Education
Associate of Arts - Communication & Liberal Arts
Central New Mexico Community College
05-2016
Associates of Arts - Mass Media Journalism
Copper Mountain College
05-2011
Diploma -
Hope Christian High School
05-2007
Some College (No Degree) - Mass Media, Journalism & Photography
The University of New Mexico
Skills
- Data entry and financial transactions
- Telephone etiquette
- Data entry proficiency
- Customer support
- Process improvement and compliance management
- Cross-functional collaboration
- Records management
- Quality assurance
- Attention to detail
- Customer education and training
- Compliance adherence
- Multitasking efficiency
- Product knowledge and typing proficiency
Volunteer Experience
Sagebrush Community Church, 15+ yrs., Albuquerque, NM, Volunteer- Leader in Children's Department
Awards
- Graduated Fidelity Associate Development Program for Operations Solutions Group 2024
- Top performer on Transaction Processing & High Engagement
- Ranked MVP 2016
- Interviewer for Abq Fidelity town hall video 2016
References
References available upon request.
Timeline
Senior Representative Transaction Processing
Fidelity Investments
09.2019 - 12.2025
Financial Representative- Defined Contribution-High Engagement
Fidelity Investments
05.2016 - 09.2019
Associate of Arts - Communication & Liberal Arts
Central New Mexico Community College
Associates of Arts - Mass Media Journalism
Copper Mountain College
Diploma -
Hope Christian High School
Some College (No Degree) - Mass Media, Journalism & Photography
The University of New Mexico