Luke W. Gonyea
Scituate,MA
Summary
Motivated financial service professional looking to apply a proven track record in client service and account management to a dynamic team. Combines sharp financial knowledge with hands-on experience processing transactions and solving complex operational challenges. Committed to delivering high-quality client experiences that drive retention and long-term strategic success.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Customer Service Representative
Massachusetts Financial Services (MFS)
111 Huntington Ave, Boston
02.2026 - Current
- Managed MFS client accounts, processed transactions, answered inquiries, and provided product guidance to ensure accurate, timely service
- Resolved customer inquiries and issues, ensuring timely and effective solutions.
- Assisted clients with account management, enhancing user experience through personalized support.
- Collaborated with cross-functional teams to streamline communication processes and improve service delivery.
Shift Lead
Levitate
Marshfield, Ma
09.2025 - Current
- Organized inventory at the warehouse and retail floor, assisted customers, and processed transactions as a cashier.
- Supervised daily operations, ensuring team adherence to quality and safety standards.
- Trained new employees on operational procedures, promoting best practices and efficiency.
- Coordinated shift schedules, optimizing workforce allocation to meet production demands.
Client Relations Intern
Fidelity Investments
Smithfield, RI
06.2024 - 08.2024
- Managed high-volume client interactions in fast-paced call center, processed trade requests, resolved client issues, and verified transactions to ensure accuracy.
- Adapted to diverse customer emotions and situations, consistently found resolutions that met company policies and aligned with client expectations to enhance satisfaction.
- Collaborated on capstone project addressing internal service challenge; proposed and implemented networking solution across multiple call centers to streamline workflow.
Private Instructor
ISLA Surf School
Charleston, SC
09.2022 - 08.2025
- Mentored and instructed clients of all ages in surfing, ocean safety, and coastal etiquette, fostering skill development and boosting confidence in water environments
- Developed personalized lesson plans tailored to individual student needs and skill levels.
- Instructed students in various surfing techniques, ensuring safety and progression in skills.
- Assessed student performance regularly, providing constructive feedback for continuous improvement.
Trade Crew Member
Landscaping by J Michael
Scituate, Ma
05.2019 - 02.2021
- Oversaw landscape maintenance, installations, and equipment operation within a team, ensuring on-time project completion that met client expectations.
Education
Bachelor of Science - Major in Finance
College of Charleston School of Business
Charleston, SC05-2025
Skills
- Financial Transactions
- Investment Operations
- Issue resolution
- Transaction processing
- Client Relationship Management
- Investment Support
- Data Analysis
- Customer Service
- Active listening
- Empathy
Certification
Microsoft Excel (2019 Certification)
Timeline
Customer Service Representative
Massachusetts Financial Services (MFS)
02.2026 - Current
Shift Lead
Levitate
09.2025 - Current
Client Relations Intern
Fidelity Investments
06.2024 - 08.2024
Private Instructor
ISLA Surf School
09.2022 - 08.2025
Trade Crew Member
Landscaping by J Michael
05.2019 - 02.2021
Bachelor of Science - Major in Finance
College of Charleston School of Business