NATALIA AGUIAR
Ponder,TX
Summary
Reliable and detail‑oriented professional with strong communication, time‑management, and technical skills. Known for analytical thinking and effective problem‑solving to meet organizational goals. Experienced in maintaining strong relationships with RIAs and resolving complex issues with accuracy and care. Skilled in deployment support, including coordinating timelines, preparing training materials, and ensuring smooth adoption of new systems and processes. Driven to leverage these abilities to excel in the next role within the company.
Overview
10
10
years of professional experience
Work History
Deployment Manager
Fidelity Investments
2023.06 - Current
- Led Console, API deployments, and integrations using Docusign and other software systems across multiple departments, ensuring seamless transitions and minimal disruption.
- Played a critical role in achieving company-wide compliance with industry standards and regulatory requirements by ensuring all deployments adhered to established policies and procedures.
- Developed training programs and documentation for staff on new system implementations such as Joint Agreements to enhance user proficiency and adoption to new processes.
- Helped keep projects on track by coordinating timelines and making sure resources were assigned where needed.
- Supported junior team members by sharing knowledge, offering guidance, and helping build a collaborative, growth-focused team environment.
Associate Analyst
Fidelity Investments
2019.06 - Current
- Managed NIGO issues and resolved customer inquiries and complaints promptly and accurately.
- Followed up with clients to ensure they met required regulations and internal procedures.
- Supported new hire development by helping train and upskill representatives in the role.
- Multitasked daily responsibilities, including taking inbound calls, responding to emails, and sending out NIGO notices.
Senior Representative, Brokerage Operations
Fidelity Investments
2018.08 - 2019.06
- Verified customer information to ensure accuracy of account setup.
- Compiled information about new accounts, enter account information into computers and file related forms and other documents.
- Processed maintenance requests and updated/corrected account information.
- Managed high-volume workload while maintaining strong attention to detail and accuracy.
Service Support Representative
Fidelity Investments
2016.02 - 2018.08
- Collaborated with cross-functional teams, ensuring seamless communication and coordination in resolving complex customer NIGO issues.
- Enhanced customer satisfaction by conducting thorough research to provide accurate information to customers while efficiently addressing and resolving service-related issues.
- Trained new team members on operational procedures and best practices for service excellence.
Education
High School Diploma -
Winfree Academy
Grapevine, TX05.2008
Skills
- Customer Experience
- Multi-tasking
- Research & Documentation
- Training & Upskilling
- Business analysis
- Rollout coordination
- Teamwork and collaboration
- Agile methodology
- System integration
Languages
Portuguese
Spanish
Timeline
Deployment Manager
Fidelity Investments
2023.06 - Current
Associate Analyst
Fidelity Investments
2019.06 - Current
Senior Representative, Brokerage Operations
Fidelity Investments
2018.08 - 2019.06
Service Support Representative
Fidelity Investments
2016.02 - 2018.08
High School Diploma -
Winfree Academy