Paul Campbell
Tampa
Summary
Dynamic professional with a proven track record at Fidelity National Information Services, excelling in client satisfaction and investment guidance. Skilled in training and mentoring, I effectively manage pipelines while ensuring data integrity. Recognized for fostering team growth and enhancing operational efficiency, I bring strong influencing skills to drive results.
Overview
26
26
years of professional experience
Work History
Senior Client Representative
Fidelity National Information Services, FIS
02.2022 - 03.2025
- Enhanced client satisfaction by providing timely and accurate information on products and services.
- Drafted letters and emails for financial advisors and shareholders
- Provided written information to financial advisors and shareholders concerning investment options including: mutual funds, Exchange Traded Funds (ETFs), and closed-end funds
Customer Operations Associate/Senior Associate
Franklin Templeton
08.1999 - 02.2022
- Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
- Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
- Followed shipping and receiving procedures for goods and materials.
Education
Finance
Univeristy of South Florida (USF)
Tampa, FL12-1995
Asian Studies Certificate -
Kansai Gaidai University (関西外大)
Osaka, Japan12-1994
Skills
- Training and mentoring
- Pipeline management
- Territory management
- Influencing skills
Timeline
Senior Client Representative
Fidelity National Information Services, FIS
02.2022 - 03.2025
Customer Operations Associate/Senior Associate
Franklin Templeton
08.1999 - 02.2022
Finance
Univeristy of South Florida (USF)
Asian Studies Certificate -
Kansai Gaidai University (関西外大)
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