Paul Callahan
Amherst,NH
Summary
Dedicated Stock Plan Associate with extensive experience collaborating with clients, promptly identifying needs to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
1
1
year of professional experience
Work History
Stock Plan Associate
Fidelity Investments
10.2023 - Current
- Provide education to participants on there company equity compensation plans.
- Increased customer satisfaction by resolving issues and providing exceptional service at all times.
- Enroll participants in there company employee stock purchase plans or educate them on how they work
- Conduct stock selling demonstrations to highlight features on the trade ticket
Customer Relationship Advocates
Fidelity Investments
10.2022 - 10.2023
- Delivered prompt service to prioritize customer needs.
- Maintained thorough knowledge of products and services to provide accurate information to customers.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Organized and detail-oriented with a strong work ethic.
- Self-motivated, with a strong sense of personal responsibility.
Education
Bachelor of Arts - Graphic Design
High Point University
High Point, NC05.2017
Skills
- Positive Customer Engagement
- Goal-Driven
- Organization
- Friendly and Helpful
- Attention to Detail
- Team Player
Timeline
Stock Plan Associate
Fidelity Investments
10.2023 - Current
Customer Relationship Advocates
Fidelity Investments
10.2022 - 10.2023
Bachelor of Arts - Graphic Design
High Point University
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