Jillian Shosho
Nashua
Summary
Skilled Client Services Specialist with top-notch organizational, problem-solving and communication skills developed over 8 years of Customer Service experience. Successful in interacting and assisting clients of all backgrounds with diverse needs. Gifted in prioritizing and handling simultaneous tasks.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Service Specialist 1
Fidelity Investments
Merrimack
08.2023 - Current
- Provided exceptional customer service to ensure customer satisfaction.
- Participated in team meetings to discuss goals and objectives.
- Executed trades according to established risk management procedures.
- Provided support to customers via phone and online chat.
- Maintained up-to-date knowledge of industry regulations and best practices related to securities trading.
Customer Relationship Advocate
Fidelity Investments
Merrimack
07.2022 - 08.2023
- Obtained Series 7 and Series 63 FINRA licenses.
- Educated clients on investment options and account management processes.
- Conducted follow-up calls to verify resolution status of outstanding cases.
- Educated customers about company policies, procedures, products, services.
- Answered incoming calls promptly, courteously, and professionally.
Paralegal
Foy Law Office
Nashua
07.2021 - 07.2022
- Reviewed and organized real estate documents, including title commitments, surveys, deeds and mortgages.
- Monitored the progress of real estate closings to ensure deadlines were met.
Paralegal
Law Offices of Dean J. Barbera
Westford
07.2020 - 07.2021
- Organized case files and maintained accurate record-keeping systems.
- Managed daily bookkeeping tasks and maintained accurate financial records.
- Drafted legal documents for real estate transactions and property closings.
- Coordinated communication between clients, attorneys, and real estate agents.
- Assisted in the preparation of closing statements and settlement documents.
Education
Some College (No Degree) - Psychology
Southern New Hampshire University
Hooksett, NHSkills
- Customer Service excellence
- Client Relationship Building
- Records Maintenance
- Excellent Communication
- Multitasking and Organization
- Attention to Detail
Certification
- Series 7 FINRA License, 10/01/22
- Series 63 FINRA License, 11/01/22
Timeline
Client Service Specialist 1
Fidelity Investments
08.2023 - Current
Customer Relationship Advocate
Fidelity Investments
07.2022 - 08.2023
Paralegal
Foy Law Office
07.2021 - 07.2022
Paralegal
Law Offices of Dean J. Barbera
07.2020 - 07.2021
Some College (No Degree) - Psychology
Southern New Hampshire University