Kailee Musgrove

Reported on high-value deliveries from Fidelity, focusing on transactions of $500,000 and above.

Analyzed DTC transfers to identify reasons for delivery failures to contra firms and exceptions preventing systematic settlement.

Conducted account reconciliation to investigate causes of breaks in suspense accounts.

• Studied onboarding materials to prepare for FINRA exams - SIE, Series 7, and Series 63, enhancing knowledge for client interactions
• Planned team outings to foster collaboration and strengthen relationships within assigned squad
• Attended team meetings to stay informed on updates and facilitate team bonding

• Efficiently process paperwork for both Fidelity held assets and Non-Fidelity held assets to ensure smooth processing for contributions to Donor Advised Funds
• Verified account accuracy and ensured precise allocation of contributions
• Oversaw data entry processes the manual entering of taxlots to ensure donor's selected tax lot date was utilized
• Facilitated customer outreach calls customer callouts to clarify information
• Collaborated on a project to communicate with broker firms to ensure the correct signature requirements
• Maintained 97% in quality August-December

• Coordinated communications and assistance to address patient needs
• Managed scheduling and planning to ensure timely patient access
• Led a project to increase scheduling volume through additional calls
• Maintained accurate patient records in institutional log
• Adherence to patient care quality and feedback for relations improvement
• Documented patient details to ensure proper record management
• Maintained 99% in quality and 98% in schedule adherence

• Maintained customer contact via phone and email to resolve inquiries and enhance satisfaction
• Managed social media interactions across multiple platforms on Facebook, Instagram, and Twitter
• Evaluated quality control and gathered customer feedback to identify improvement areas and enhance service delivery
• Assisted with onboarding/training of new hires