Sean Ferreira
TIVERTON
Summary
Proven financial service professional with a robust history at Fidelity Investments, excelling in customer education and problem-solving. Demonstrated professionalism through enhancing client satisfaction and loyalty, while adeptly managing multitasking and time. Achieved positive feedback by exceeding KPIs, showcasing exceptional communication skills and a commitment to excellence.
Overview
2
2
years of professional experience
Work History
Interim Onboarding Team Lead
Fidelity Investments
10.2024 - Current
- Trained new hires by relaying information on company procedures and retirement savings plans.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Evaluated new hires performance and provided coaching to address inefficiencies.
- Promoted a positive work environment by fostering teamwork, and open communication.
Peer Guide
Fidelity Investments
08.2024 - 10.2024
- Built personal relationships with new hires to promote positive experiences.
- Utilized effective communication and problem-solving skills to quickly resolve new hire's questions.
- Enhanced peer understanding by providing one-on-one mentoring and support.
- Established trusting relationship with new hires by maintaining professionalism.
- Assured comprehension of all material through asking effective clarifying questions.
Cross Vendor Services
Fidelity Investments
07.2024 - 10.2024
- Assisted registered investment advisors with access to their clients tax exempt retirement plans.
- Assisted in cross vendor actions. Utilizing tools who's purpose is to verify with other financial institutions, that we are staying within the retirement plans guidelines when processing transactions.
Tax Exempt Customer Representative
Fidelity Investments
06.2023 - 07.2024
- Ensured timely and accurate processing of contribution changes, loan requests, and distribution transactions for participant's tax exempt accounts.
- Enhanced client satisfaction by providing comprehensive 401K, 403B, 401A, and 457B plan information and addressing concerns promptly.
- Responded to 403b inquiries from employees relating to enrollments, plan changes and contribution amounts.
Financial Customer Associate
Fidelity Investments
11.2022 - 06.2023
- Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
- Exceeded daily KPIs through exceptional communication skills and proactive problem-solving abilities.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Processed withdrawals, loans, and transfer of asset transactions for participants.
- Maintained up-to-date knowledge of product and service changes.
Skills
- Customer Education
- Professionalism
- Multitasking
- Communication Skills
- Problem-solving abilities
- Time management abilities
Timeline
Interim Onboarding Team Lead
Fidelity Investments
10.2024 - Current
Peer Guide
Fidelity Investments
08.2024 - 10.2024
Cross Vendor Services
Fidelity Investments
07.2024 - 10.2024
Tax Exempt Customer Representative
Fidelity Investments
06.2023 - 07.2024
Financial Customer Associate
Fidelity Investments
11.2022 - 06.2023
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)
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Rashad IngramRashad Ingram
IT Support Specialist at Fidelity InvestmentsIT Support Specialist at Fidelity Investments
Dee JonesDee Jones
Workplace Planning Consultant II at Fidelity InvestmentsWorkplace Planning Consultant II at Fidelity Investments
Kelly LandochKelly Landoch
Lead Contact Center Oversight Analyst at Blue Cross Blue Shield of Rhode IslandLead Contact Center Oversight Analyst at Blue Cross Blue Shield of Rhode Island