Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

LeeAnn Cavazos

Fort Worth,TX

Summary

Customer-obsessed and dedicated customer service representative with 2 years of experience in the industry. Proven ability to establish rapport with clients and work seamlessly as part of a team. Committed to maintaining high levels of customer satisfaction and driving company growth. Articulate, enthusiastic, and results-oriented.

Overview

3
3
years of professional experience

Work History

Financial Customer Associate I

Fidelity Investments - Team Clark
Westlake, TX
07.2022 - Current
  • Delivered exceptional customer service through handling incoming calls to gather information, resolve concerns, and address 401(k) inquiries.
  • Achieved consistently excellent call evaluations by implementing the STRIVE model.
  • Applied patience and empathy when handling difficult customers, leading to successful resolution of their concerns.
  • Acquired proficiency in utilizing resources like OLR, Agent Bot, and ABL.

Non Discrimination Testing- TRS Representative

Fidelity Talent Source
Westlake, TX
11.2021 - 03.2022
  • Assisted plan sponsors to ensure successful completion of non-discrimination testing for 401(k) plans.
  • Acquired skills in utilizing tools such as Merlin, Product Central, and PSW.
  • Assisted Plan Sponsors in addressing inquiries regarding plan documents and rules
  • Assisted our clients with the ROE process and online navigation of PSW.
  • Collaborated with Managing Directors and CSA team, when necessary, to effectively resolve unique situations.

Education

Child Development

Tarrant County College District
Fort Worth, TX

Skills

  • Exceptional Customer Service
  • Problem-solving aptitude
  • Time Management
  • Adaptability
  • Continuous Improvement
  • Reliability
  • Professionalism
  • Team Collaboration
  • Analytical Thinking

Accomplishments

  • Circle of Excellence Nomination
  • Top 25 Phone Associate for Denver/Westlake
  • Excellent Performance for Year 2023- Awarded Fidelity Shares
  • 100% on Call Evaluation score in January 2024

Timeline

Financial Customer Associate I

Fidelity Investments - Team Clark
07.2022 - Current

Non Discrimination Testing- TRS Representative

Fidelity Talent Source
11.2021 - 03.2022

Child Development

Tarrant County College District
LeeAnn Cavazos