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, TXSkills
- 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
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