Jolaida Martinez
Summary
Detailed-oriented with a solid background in financial assistance and customer support. Excelled in managing 401K and pension accounts, enhancing customer relations through rapid issue resolution, and developing tailored application solutions. Skilled in critical thinking and 20 + years in customer service, striving to delivering results beyond expectations.
Overview
27
27
years of professional experience
Work History
Financial Assistant
Fidelity Investments
09.2022 - 06.2024
- Reconciled statements and accounts and resolved variances.
- Managed 401K accounts assisting with loan and withdrawal options.
- Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
- Managed Pension accounts.
Customer Support
Real Time Solutions Of America
11.2021 - 04.2022
- Provided top-notch customer support by addressing inquiries, troubleshooting issues, and escalating complex cases as needed.
- Delivered exceptional customer support by rapidly resolving reported issues.
- Established a reputation for providing outstanding customer support, receiving numerous accolades from both customers and colleagues.
- Collaborated with team members to ensure seamless service delivery and consistent customer support.
- Providing assistance with making appointments for the COVID vaccine.
Application Manager
Center Partners
09.2011 - 12.2012
- Developed customized solutions for clients, tailoring applications to meet unique requirements and specifications.
- Provided comprehensive training materials for end-users, promoting smooth adoption of new technologies and systems.
- Implemented security measures to protect sensitive data from unauthorized access or breaches.
- Enhanced user experience with continuous assessment and improvement of application functionality.
Education
No Degree - Nursing
Front Range Community College
Fort Collins, COSkills
Customer Service
Relationship Building
Accounts receivable management
Handling Confidential Materials
Data Entry and 10-Key
Telephone Etiquette
Time Management
Attention to Detail
Critical Thinking
Proactive and Self-Motivated
Customer Relations
Precision and Accuracy
Timeline
Financial Assistant
Fidelity Investments
09.2022 - 06.2024
Customer Support
Real Time Solutions Of America
11.2021 - 04.2022
Application Manager
Center Partners
09.2011 - 12.2012
No Degree - Nursing
Front Range Community College
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