Summary
Overview
Work History
Education
Timeline

Matthew Nealy

TEK Systems
Raleigh,NC
21
years of professional experience

Customer advisor with 20 years of experience in customer care within call center environments - Actively and empathetically listens to customer concerns - Proficiently uses and navigates multiple computer systems and applications with speed and agility to efficiently process customer requests and resolve or escalate issues

Work History

Member Experience Specialist

5 Months
Civic Federal Credit Union | 03.2026 - Current
  • Facilitated resolution of member inquiries to enhance overall member satisfaction and engagement.
  • Educated and engaged customers with new bank products and services.
  • Investigated and resolved accounting, service and delivery concerns for Members accounts proficiently using Fiserv DNA, Nautilus, Docuserv, Sharepoint and Salesforce tools.

Customer Assistance Specialist

1 Year 7 Months
TEK Systems | 01.2025 - Current
  • Analyzed, categorized and efficiently processed patient support renewal applications, confirming eligibility for continuance in the program.

Medical Information Associate

3 Years 7 Months
Thermofisher | 09.2021 - 04.2025
  • Analyzed and researched inquiries and documents interactions according to organizational, client and regulatory guidelines
  • Processed medical information inquiries, documented adverse events and product complaints
  • Provided technical assistance to patients and caregivers related to pharmaceutical devices proper use and storage
  • Responds accurately and professionally to technical and medical information inquiries received via phone, email, internet or mail in reference to pharmaceutical or device products
  • Processes fulfillments and provides clinical trial information or after-hours on call support

Customer Service Associate

1 Year 3 Months
Thermofisher | 06.2020 - 09.2021
  • Analyzed and researched inquiries and documents interactions according to organizational, client and regulatory guidelines

Senior Tier 2 Advisor

1 Year 11 Months
Conduent | 04.2018 - 03.2020
  • Receive escalations from Tier 1 and solve more complex technical or customer issues

Tier 1 Advisor

8 Months
Conduent | 08.2017 - 04.2018
  • Educated customers on software possibilities and resolved functional computer issues
  • Navigated multiple applications with speed and agility to efficiently process customer requests, resolve technical issues or transfer calls to appropriate departments.
  • Informatively guided customers ways to improve functionality of devices to improve user experience
  • Appropriately escalated more complex issues to Tier 2 Advisors

Retirement Benefits Coordinator/Customer Service Representative

4 Years 10 Months
Fidelity Investments | 08.2005 - 06.2010
  • Managed caseload of retiring IBM employees at a human resources call center
  • Proactively kept up with processing of health insurance, pension and 401k selections and paperwork. Attained series 6 and 63 licenses.
  • Educated customers on all aspects of different available benefit options.
  • Provided support to Annual Enrollment Program for employee benefit selections.
  • Actively and empathetically listened to customer concerns.
  • Educated callers on their benefits concerning health insurance and pension plans.
  • Walked customers through filling out insurance forms and set proper expectations on processing time.
  • Proficiently used multiple computer systems to set appointments, update benefit database and process pension paperwork.

Education

B.A. - Psychology

University of Tennessee at Knoxville | 01.1991

Master of Arts - Theology

Duke University | Durham, NC | 12.2002

Timeline

Member Experience Specialist

Civic Federal Credit Union
03.2026 - CurrentRead More

Customer Assistance Specialist

TEK Systems
01.2025 - CurrentRead More

Medical Information Associate

Thermofisher
09.2021 - 04.2025Read More

Customer Service Associate

Thermofisher
06.2020 - 09.2021Read More

Senior Tier 2 Advisor

Conduent
04.2018 - 03.2020Read More

Tier 1 Advisor

Conduent
08.2017 - 04.2018Read More

Retirement Benefits Coordinator/Customer Service Representative

Fidelity Investments
08.2005 - 06.2010Read More

University of Tennessee at Knoxville

B.A. from Psychology
Read More

Duke University

Master of Arts from Theology
Read More
Matthew Nealy