Vishal Uragonda
Celina,TX
Summary
Proven leader at Fidelity Investments, adept in data interpretation and fostering teamwork, significantly enhanced brokerage operations by developing a solution that cut labor costs by $108,000 quarterly. Excelled in regulatory compliance and customer service, showcasing exceptional written communication and collaboration skills.
Overview
2
2
years of professional experience
Work History
Senior Brokerage Representative
Fidelity Investments
Westlake, TX
01.2024 - Current
- Coordinated with other departments to ensure smooth functioning of the brokerage operations process.
- Performed data analysis using spreadsheet software, such as MS Excel. Additionally, created spreadsheets for record-keeping and reporting.
- Utilized analytical tools, such as Tableau, to track key performance indicators.
- Utilized CRM software tools such as Salesforce to track customer information and maintain accurate records of interactions with customers over time.
- Led a team tasked with optimizing areas within the operations pipeline to resolve a common pain point for service representatives.
- Developed a solution, which is projected to reduce labor costs by $108,000 per quarter. The solution was presented to a panel of Operations Directors, where it was approved and is undergoing implementation.
Client Experience Associate
Fidelity Investments
Westlake, TX
06.2023 - 01.2024
- Processed new account documents received from clients. Reviewed and verified accuracy of client account information and ensured that all applicable regulations were met when processing requests.
- Assisted in the resolution of customer inquiries and complaints regarding accounts, trades and services.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved efficiency of office operations.
- Trained new team members in brokerage operations, processing procedures, and customer service.
Customer Service Representative
Walmart
Prosper, TX
12.2022 - 05.2023
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
BBA - Management
Wichita State University
Wichita, KS12-2022
Skills
- Salesforce - Can track customer information, manage service consoles, loyalty programs, build, and implement Einstein bots
- Grist - Import data into a new database, organize data by properties, and create charts/widgets to make it more efficient to manage
- Excel - Create dynamic reports using Pivot tables, forecast data, automate tasks using VBA/macros
- Outlook - Share and configure calendars, schedule meetings, follow up on appointment scheduling, and automate mail handling
- Familiar with SQL and Tableau for data vizualization
Timeline
Senior Brokerage Representative
Fidelity Investments
01.2024 - Current
Client Experience Associate
Fidelity Investments
06.2023 - 01.2024
Customer Service Representative
Walmart
12.2022 - 05.2023
BBA - Management
Wichita State University
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