Maricela Reyes
Salt Lake City,UT
Summary
Knowledgeable and dedicated professional with experience in the financial industry. Solid team player specializing in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
Work History
Managed Account Support Specialist
Fidelity Investments
06.2022 - Current
- Collaborate with Investment Management Consultants to ensure seamless onboarding of new accounts and account risk mitigation resulting in smooth transitions and satisfied customers.
- Conducted regular account reviews, identifying areas for improvement and implementing necessary changes to optimize performance.
- Streamlined internal processes for better account risk notification and improved Investment Management Consultant experience.
- Excellence in Action (EIA) Winner Q4 2022
High Net Worth Representative
Fidelity Investments
03.2019 - 05.2022
- Educated clients on financial topics to help client make an informed decision about their financial future.
- Series 7 & 63
- Excellence in Action (EIA) Winner Q4 2020
Creative Design Thinking Experience (CDX) Loan
Fidelity Investments
07.2021 - 12.2021
- Junior business Analyst in the Natural Language Processing area of Fidelity working under Natalie Funaro.
- Managed multiple projects simultaneously while adhering to strict deadlines, prioritizing tasks effectively based on project needs and team availability.
- Delivered successful project outcomes by applying innovative problem-solving techniques and collaboration strategies.
Business Consulting Intern
Mentors International
09.2018 - 12.2018
- Enhanced client satisfaction by conducting thorough market research and identifying areas for improvement.
- Streamlined internal processes through the implementation of innovative marketing techniques, leading to greater efficiency.
- Taught a business principles class to 15+ high school seniors at Quezon City, Philippines weekly.
Education
Bachelor of Science - Finance And Economics
Utah State University
Logan, UT12.2018
Associate of Science - Business
Snow College
Ephraim, UT04.2016
Skills
- Project Management
- Self-directed Time Management
- Customer Satisfaction
- Agile Methodology
- Interpersonal
- Adaptability
- Proven Problem Solving
- Cross-Functional Teamwork
- Self-directed Time Management
- Leadership
- Email Etiquette
- Spanish Fluency
Timeline
Managed Account Support Specialist
Fidelity Investments
06.2022 - Current
Creative Design Thinking Experience (CDX) Loan
Fidelity Investments
07.2021 - 12.2021
High Net Worth Representative
Fidelity Investments
03.2019 - 05.2022
Business Consulting Intern
Mentors International
09.2018 - 12.2018
Bachelor of Science - Finance And Economics
Utah State University
Associate of Science - Business
Snow College
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