Liam Coffey
Nashua,NH
Summary
Motivated, hardworking Fidelity employee looking for the next step in financial services career
Overview
2
2
years of professional experience
Work History
High Net Worth Service Associate
Fidelity Investments
Merrimack, NH
02.2022 - Current
- Helped large volume of high net worth customers every day with positive attitude and focus on customer satisfaction.
- Assisted clients with navigating Fidelity's website, and also with general questions relating to their investments
- Maintained a 6.2 Calls Per Hour Rate (CPH).
Customer Relationship Advocate
Fidelity Investments
Merrimack, NH
02.2021 - 02.2022
- Maintained client satisfaction with forward-thinking strategies focused on addressing needs and resolving concerns.
- Answered constant flow of customer calls to ensure minimal wait times.
- Excelled in many metrics, including Calls Per Hour (CPH).
Guest Experience Specialist
Petco
Hanover, MA
09.2020 - 01.2021
- Responsible for delivering superior customer service; cleaning animal cages
- Opened/closed store; managed register and receipts
Environmental Safety Laborer
Norwell Water Department
Norwell, MA
06.2019 - 08.2019
- Reconditioned town fire hydrants to optimize visibility
- Irrigated and maintained town lawns
Delivery Associate/Warehouse Worker
L. Knife & Son
Kingston, MA
05.2018 - 08.2018
- Delivered thousands of pounds of product daily to stores and bars
- Worked diligently to provide superior customer service
- Also worked in the warehouse recycling plant
Education
Bachelor of Arts - Political Science
University of Massachusetts Amherst
Amherst, MA05.2020
Skills
- Series 7 and 63 certified
- Excellence in Action Award Winner
Timeline
High Net Worth Service Associate
Fidelity Investments
02.2022 - Current
Customer Relationship Advocate
Fidelity Investments
02.2021 - 02.2022
Guest Experience Specialist
Petco
09.2020 - 01.2021
Environmental Safety Laborer
Norwell Water Department
06.2019 - 08.2019
Delivery Associate/Warehouse Worker
L. Knife & Son
05.2018 - 08.2018
Bachelor of Arts - Political Science
University of Massachusetts Amherst
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Analisa MolewiczAnalisa Molewicz
Senior Quality Assurance Specialist at ModernaTX, Inc.Senior Quality Assurance Specialist at ModernaTX, Inc.