Lisa Halls
Burlington
Summary
Adept at handling customer inquiries, protecting customer accounts and self managed. Known for strong attention to detail, and strong written and verbal communication skills. Adaptability, and ability to contribute to team success and meet organizational goals.
Overview
7
7
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
04.2024 - Current
- CEI top box for the last five months, averaging seventy calls per day
- Established rapport and relationships with customers and the team through effective communication
- Adaptability and flexibility in various work environments with working in the office, working from home
- Ability to handle different types of situations and conversations driving towards a resolution suitable for all
- A desire for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making
- Delivered exceptional customer service, resolving inquiries and complaints efficiently.
Fidelity Charitable- Soar Associate
Fidelity Investments
05.2023 - 04.2024
- Averaging 50 calls a day
- Creating a superior customer experience and responding to inquiries from donors, advisors and Non-Profits.
- Facilitating timely, accurate and efficient back-office financial transactions as needed, processing account inquiries and service actions, and ensuring that daily work meets accuracy standards.
Customer Relationship Advocate
Fidelity Investments
12.2022 - 04.2023
- Assisting clients with account management and investment accounts.
- Supporting retirement accounts
- Explaining financial statements, account balances, or investment performance
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
Collections Specialist
American Express
10.2018 - 09.2022
- Managed collections process for overdue accounts, ensuring compliance with company policies.
- Facilitated communication with clients to resolve payment issues and negotiate repayment plans.
- Analyzed customer payment patterns to identify trends and propose strategic improvements.
- Processed payments and applied to customer balances.
Education
High School Diploma -
Mountain View High School
Mesa, ArizonaSkills
- Critical Thinking Skills
- Goal oriented
- Action Oriented
- Collaborative Team Builder
Accomplishments
- Self-Published Author
- Motivational Speaker - traveled across the World
Areas of Expertise
- Leader
- Complaint Resolution
- Communications
- Self-Management
- Fraud Detection
- Adaptability
Self Published Author
Creative detail-oriented self-published author with solid record of guiding projects from start to publication. Skilled in content creation, editing, and internet promotion. Self-published on Amazon KDP/ Barnes and Noble reflecting branding, solo-project management and meeting deadlines.
Timeline
Financial Customer Associate
Fidelity Investments
04.2024 - Current
Fidelity Charitable- Soar Associate
Fidelity Investments
05.2023 - 04.2024
Customer Relationship Advocate
Fidelity Investments
12.2022 - 04.2023
Collections Specialist
American Express
10.2018 - 09.2022
High School Diploma -
Mountain View High School
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