Norah Otieno
Aurora,CO
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
2
2
years of professional experience
1
1
Certification
Work History
High Networth Associate
Fidelity Investments
12.2022 - 12.2023
- Answered customer questions about account information
- Reviewed Notes and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Monitored customers for signs of security concerns and escalated issues to management.
- Discussed financial options with clients and provided informed suggestions.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Helped clients with placing trades eg Equities and Mutual funds
Customer Service Advocate
Fidelity Investments
02.2022 - 12.2022
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Supported call center associates by taking on escalated calls, handling complex concerns and achieving customer satisfaction targets.
Education
Associate of Science - Computer And Information Sciences
Riftvalley Institute Of Science & Technology
Nakuru Kenya12.2015
Skills
- Financial Acumen
- Research Abilities
- Analytical Mindset
- Fraud Prevention
- Fraud Detection
- Data Analysis
Certification
- Target Business Insights -Products and solutions
- FINRA SIE
- FINRA Series 63
- FINRA Series 7
Timeline
High Networth Associate
Fidelity Investments
12.2022 - 12.2023
Customer Service Advocate
Fidelity Investments
02.2022 - 12.2022
Associate of Science - Computer And Information Sciences
Riftvalley Institute Of Science & Technology
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Randolph Roark IIRandolph Roark II
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Arturo CastilloArturo Castillo
Workplace Planning Associate at Fidelity InvestmentsWorkplace Planning Associate at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
JOSHUA BROWNJOSHUA BROWN
Network Engineer at SAICNetwork Engineer at SAIC