Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Additional Information
Timeline
Generic
Milan Thompson

Milan Thompson

Durham,NC

Summary

Detailed-oriented customer service professional with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. In-depth understanding of HR policies and procedures. Committed to making meaningful contributions and advancing organizational goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

High Net Worth Associate

Fidelity Investments
05.2024 - Current
  • Exceeded metrics by consistently maintaining a high level of productivity and customer satisfaction.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Demonstrated a high level of accuracy and attention to detail when placing orders, minimizing trade errors.
  • Maintained strong knowledge of financial products and resources to educate clients and add value to the overall customer experience.

Customer Relationship Advocate

Fidelity Investments
12.2022 - 05.2024
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Adhered to company policies and call model to consistently achieve call-time and quality standards.
  • Presented strategies for improving CEI scores and metrics in team meetings
  • Provided colleagues with call shadowing opportunities.

Sr. Call Center Representative

Sports Endeavors Inc
10.2017 - 12.2022
  • Consistently met productivity metrics through first-call resolution.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Performing quarterly quality checks within quality control departments at the Mebane facility.
  • Recognized and rewarded for consistently going above and beyond to meet customer expectations, resulting in a significant increase in positive feedback.

HR Benefits Specialist

Conduent HR Services Inc
12.2020 - 11.2021
  • Supported HR team members with various tasks related to recruitment, onboarding, training, performance management, and employee relations as needed.
  • Administered employee benefits programs to employees and assisted with open enrollment.
  • Enhanced employee satisfaction by effectively managing benefits enrollment and addressing concerns in a timely manner.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits.

Education

Bachelor in Science - Criminal Justice

North Carolina A&T State University
Greensboro, NC
05.2021

Skills

    Customer Service

    HR Policies

    Employee Relations

    Microsoft Office Suite

    Risk Management

    Performance Management

    Project Management

    Employee Retention

    Compensation and Benefits

    Benefits Administration

    Agile

    Complex Problem-Solving

    Employee Onboarding

Certification

  • Pursing HR Management Certificate, 06/2023-current
  • Notary Public of North Carolina
  • CSI Certification
  • Series 63
  • Series 7
  • SIE

Accomplishments

2024 EIA Recipient for Business and Customer Impact

2024 Managers Choice Award Recipient

Awarded Certification of Excellence for Undergraduate Research


Additional Information

Fidelity Young Professionals Network

Team Planning Committee Member

Women's Leadership Group

Fidelity Pride

Aspire



Timeline

High Net Worth Associate

Fidelity Investments
05.2024 - Current

Customer Relationship Advocate

Fidelity Investments
12.2022 - 05.2024

HR Benefits Specialist

Conduent HR Services Inc
12.2020 - 11.2021

Sr. Call Center Representative

Sports Endeavors Inc
10.2017 - 12.2022

Bachelor in Science - Criminal Justice

North Carolina A&T State University
Milan Thompson