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