Josey Higginbotham
JACKSONVILLE
Summary
Detail-oriented professional with experience in customer service, trading, and anti-money laundering techniques. Skilled in verbal and written communication, utilizing systems such as Excel for efficient record management. Committed to enhancing client safety and operational efficiency through effective problem resolution.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Jacksonville, FL
05.2025 - Current
- Resolved customer inquiries efficiently, ensuring high satisfaction rates.
- Managed client accounts, maintaining accurate records and updates.
- Monitored accounts for suspicious activity, reporting any concerns to the proper business unit.
- Executed trades efficiently, ensuring adherence to risk management protocols.
- Developed proficiency in using various software programs for efficient data entry.
Server
Concept 99 Group
Kingsland, GA
10.2024 - 05.2025
- Provided exceptional customer service in a high-volume dining environment.
- Managed food and beverage orders efficiently, ensuring accuracy and timely delivery.
- Collaborated with kitchen staff to maintain smooth service flow during peak hours.
- Assisted in training new servers and kitchen staff on menu items and restaurant protocols.
Education
No Degree - Mechanical Engineering
Georgia Institute of Technology
Atlanta, GASkills
- Customer Service
- Data entry and analysis
- Excel
- Problem-solving
- Attention to Detail
- Verbal and written communication
- Teamwork and collaboration
- Critical thinking
- Flexible and adaptable
- Friendly, positive attitude
Certification
- Series 7 License - Current
- Series 63 License - Current
Timeline
Customer Relationship Advocate
Fidelity Investments
05.2025 - Current
Server
Concept 99 Group
10.2024 - 05.2025
No Degree - Mechanical Engineering
Georgia Institute of Technology