Varun Iyer
Brooklyn,NY
Overview
2
2
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
09.2021 - Current
- Representative of Customer Service team responsible for Money Movement and managing customer profiles for firm; processed various transactions including money deposits, withdrawals, loan payments, money transfers
- Handle 40+ daily phone calls with a wide range of customer questions and concerns regarding personal and workplace investing accounts
- Set up investing accounts for customers; responsibilities include solving explanations of customer benefit packages, providing benefit and policy information, utilization of troubleshooting guides, focus on client and customer needs and expectations
- Worked with transferring customers to 15+ different departments
- Used multiple different online platforms to research solutions for customers
Education
MBA - Finance
Louisiana State University At Shreveport
Shreveport, LA01.2024
Bachelor of Arts - Journalism
The University of Colorado Boulder
Boulder, CO05.2020
Affiliations
- Adult and Pediatric First Aid/CPR/AED certified as of 2023; conducted by American Red Cross
- Certified Bartender, graduated Bartending School in 2020
- Training for Intervention Procedures (TIPS) Certified
- Vice President of Operations for Delta Sigma Phi, Colorado fraternity;
100% Member Growth Rate while holding position
Timeline
Customer Relationship Advocate
Fidelity Investments
09.2021 - Current
MBA - Finance
Louisiana State University At Shreveport
Bachelor of Arts - Journalism
The University of Colorado Boulder
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