Sophia Yanez
Aurora,CO
Summary
Dynamic Wealth Management Service Specialist II at Fidelity Investments with a proven track record in problem-solving and customer relationship management. Adept at utilizing Microsoft Office and Salesforce to enhance service delivery, I excel in fostering collaboration and adaptability to meet client needs effectively. Committed to achieving service excellence and driving account growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Service Specialist II
Fidelity Investments
Greenwood Village, CO
08.2023 - Current
- Responded promptly to customers' concerns and coordinated swift resolutions to handle service issues.
- Organized daily work schedule to ensure efficient use of time while adhering to company policies and procedures.
- Developed and maintained positive relationships with customers and investor center partners through courteous interactions and prompt resolution of issues.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
High Net Worth Representative
Fidelity Investments
Greenwood Village, CO
11.2021 - 07.2023
- Partnered with business development to identify account opportunities.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Provided excellent services for customers by following up on issues, regarding their account.
Bank Teller
Wells Fargo
Colorado Springs, Co
03.2018 - 11.2020
- Processed daily transactions efficiently, and accurately
- Educated customers on online resources as well as products and promotions
- Demonstrated exceptional customer service, as well as coached new tellers on how to provide value and efficiency during every customer interaction.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Education
High School Diploma -
South High School
05.2017
Skills
- Communication
- Problem Solving
- Collaboration
- Adaptability
- Risk management
- Microsoft Office (Outlook, Excel,PowerPoint, Word) SalesForce
- Account management
- Public speaking abilities
- Time management
Languages
Spanish
Professional
Certification
- Series 7TO
- Series 63
- SIE
Accomplishments
- Toastmasters Vice President of Public Relations
Timeline
Wealth Management Service Specialist II
Fidelity Investments
08.2023 - Current
High Net Worth Representative
Fidelity Investments
11.2021 - 07.2023
Bank Teller
Wells Fargo
03.2018 - 11.2020
High School Diploma -
South High School
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