Keri Miller
Westlake
Summary
Results-driven professional with notable success in planning, analysis and implementation of procedural initiatives. Strengths in providing quality analysis and service to clients, along with excelling in a team based atmosphere with positive engagement.
Overview
12
12
years of professional experience
Work History
Associate Analyst, Tax Services
Fidelity Investments
07.2024 - Current
- Promoted internally in July 2024
- Support internal business clients with tax and cost basis general questions along with creating solutions for reporting issues.
- Trained in all aspects of the department, including TOA communications with Contra Firms
- Assists new associates with trainings and technical coaching
- Collaborated with the technology team to successfully implement a new program to the department
- Quality point of contact for the team - which includes quality control and monthly calibration sessions
- Provided opportunity to cover manager escalations within service center and emails when manager is out
- Graduated from the Talent Acceleration Program (TAP) 2025 - this is an exclusive management prep program to grow skills to move into leadership.
Brokerage Tax Representative II
Fidelity Investments
07.2022 - 07.2024
- Updated cost basis information and tax information for clients accounts
- Used XTRAC to view documents and forms the clients provide
- Answers cost basis related questions for branch reps and clients
- Uses FBSI to look up account information
- Created Excel spreadsheets to update information in TASview (Tax system)
- Created OneNote of XTRAC notes for new reps
Customer Relationship Advocate
Fidelity Investments
12.2021 - 07.2022
- Provides support and gains client trust through 20-30+ inbound calls daily
- Educates clients on various Fidelity offerings and services as well as website navigation
- Builds relationships with clients by providing exceptional service and resolving account maintenance concerns
Human Resources Expert
Target
- Helped with schedule changes and timecard punches
- Event organization
- Boosted morale with different activities for each season
- Went through potential candidate applications
Sales floor expert/trainer/cashier
Target
09.2013 - 12.2021
- Working with a team to unload the truck
- Stocked the sales floor
- Assisting guests to help them find what they need
- Setting new sales planners with a team
Education
B.S. - Psychology
University of Texas at Arlington
03.2020
A.S - Liberal Arts
Hill College
06.2015
Skills
- Teamwork and Leadership
- Technical coaching
- Cost basis analysis or general analysis
- Interpersonal Skills
- Organizational Skills
- Adaptability
- Microsoft Office: Word, PowerPoint, Excel and Outlook
Timeline
Associate Analyst, Tax Services
Fidelity Investments
07.2024 - Current
Brokerage Tax Representative II
Fidelity Investments
07.2022 - 07.2024
Customer Relationship Advocate
Fidelity Investments
12.2021 - 07.2022
Sales floor expert/trainer/cashier
Target
09.2013 - 12.2021
Human Resources Expert
Target
A.S - Liberal Arts
Hill College
B.S. - Psychology
University of Texas at Arlington