Marc C Rademacher
67 Collation Circle, North Kingstown,Rhode Island
Summary
Seeking to participate in the Financial Consultant Acceleration Program. I wish to utilize my extensive customer service, sales and financial services background to pursue a more rewarding, diverse, and challenging career with greater advancement potential.
Overview
30
30
years of professional experience
Work History
Writer 1
Fidelity Investments
Smithfield, RI
03.2023 - Current
- Create consistent and accurate policy and procedure content.
- Guide and empower associates to deliver a world-class, customer obsessed experience.
- Partner with policy leads, compliance, and business units, leading and managing reference-based projects to ensure commitments and deadlines are successfully met.
- Seek to increase the ease of doing business while mitigating risk and adhering to regulatory and compliance rules.
Legal Operations Analyst
Fidelity Investments
Smithfield, RI
05.2014 - 03.2023
- Respond to Court Orders and Subpoenas on behalf of Fidelity Investments and its Affiliates
- Working under tight deadlines, manages incoming workload to ensure compliance while mitigating risk for the firm.
Executive Offices Specialist
Fidelity Investments
Smithfield, RI
09.2006 - 05.2014
- Respond to written communications and telephone calls from customers, on behalf of Mr
- Johnson and other Senior Executives at Fidelity Investments and its affiliates
- Using advanced customer interaction and analytical skills, evaluate problems and make appropriate decisions to turn escalated customer concerns into positive impressions of Fidelity, while mitigating risk for the firm.
Retirement Investment Specialist
Fidelity Investments
Marlborough, MA
03.2006 - 09.2006
- Effectively operate in both an inbound and outbound call handling capacity
- Provided customer education regarding their specific plan and financial markets, functioned to retain existing assets Service inbound customer opportunities, utilize business partners' expertise, skills and capabilities.
Sr. Test Specialist
Fidelity Investments
Smithfield, RI
09.2003 - 03.2006
- Provided business knowledge and experience in writing, executing, verifying test plans and test cases
- Processed end to end testing; including SIT and UAT testing
- Performed defect verification and tracking.
Stock Plan Services Representative Tier II, Control and Restricted Securities
Fidelity Investments
Smithfield, RI
12.2002 - 09.2003
- Provided customer assistance with the clearing and sale of Control and restricted securities
- Processed exercises for customers, provided customer education regarding their specific plan and financial markets, functioned to retain existing assets, acquired of new assets, channel migration, problem resolution.
Stock Plan Services Representative
Fidelity Investments
Smithfield, RI
07.2001 - 12.2002
- Processed exercises for customers, provided customer education regarding their specific plan and financial markets, functioned to retain existing assets, acquired of new assets, channel migration, problem resolution.
Service Trader II
Fidelity Investments
Smithfield, RI
08.2000 - 07.2001
- Processed Stock, bond, mutual fund and option trades, functioned to retain existing assets, acquired of new assets, channel migration.
Customer Services Manager
Bank Boston/Sovereign Bank
N. Kingstown, RI
05.2000 - 08.2000
- Managed day to day operations of branch and staff of six, coordinated auditing and cash management activities, provided account acquisition and servicing, generated and processed loans.
Customer Services Representative
Bank Boston/Sovereign Bank
N. Kingstown, RI
05.1998 - 05.2000
- Acquired and service accounts, generated and processed loans.
Teller Supervisor
Bank Rhode Island
West Warwick, RI
10.1993 - 10.1997
- Managed day to day operations of branch and staff of four
- Coordinated auditing and cash management activities; provided account acquisition and servicing.
Education
Bachelor of Arts - Anthropology
University of Rhode Island
01.1993
Skills
- Excellent interpersonal communications skills
- Strong attention to detail and accuracy
- Strong work ethic
- Exceeds Sales Goals
- Extensive complaint handling
- Mitigation Skills
- Confidentiality
- Customer Liaison
- Product and Service Knowledge
Accomplishments
- Top performer in Outbound, Take Wall Street By Storm and Gone Work Campaigns
- First recipient of the Smithfield Outbound Call of the Month 01/01
- Recipient of National Outbound Call of the Month 01/03
- Fidelity Cares - School Transformation Day 2010, 2011
- Fidelity Cares - RI Food Pantry Food Sort 2012
- Fidelity Cares - Boys and Girls Club Afterschool Event 2015
Timeline
Writer 1
Fidelity Investments
03.2023 - Current
Legal Operations Analyst
Fidelity Investments
05.2014 - 03.2023
Executive Offices Specialist
Fidelity Investments
09.2006 - 05.2014
Retirement Investment Specialist
Fidelity Investments
03.2006 - 09.2006
Sr. Test Specialist
Fidelity Investments
09.2003 - 03.2006
Stock Plan Services Representative Tier II, Control and Restricted Securities
Fidelity Investments
12.2002 - 09.2003
Stock Plan Services Representative
Fidelity Investments
07.2001 - 12.2002
Service Trader II
Fidelity Investments
08.2000 - 07.2001
Customer Services Manager
Bank Boston/Sovereign Bank
05.2000 - 08.2000
Customer Services Representative
Bank Boston/Sovereign Bank
05.1998 - 05.2000
Teller Supervisor
Bank Rhode Island
10.1993 - 10.1997
Bachelor of Arts - Anthropology
University of Rhode Island