Will Bodnar
Linkedin.com/in/will-bodnar/
Summary
An energetic candidate with a track record of exceeding goals and serving as a positive change agent for customers and colleagues. Skilled in working in teams to deliver tangible results and adapting to new situations to curate memorable experiences for every client.
Overview
2
2
years of professional experience
Work History
Senior Client Services Representative
Fidelity Investments
Westlake, Texas
01.2024 - Current
- Exceed phone metrics while providing white-glove customer service to premium third-party advisors.
- Coach associates in navigating complex scenarios, enhancing client service and meeting financial needs.
- Demonstrate leadership by prioritizing quality, fostering team-building, and embracing technological changes within my team.
Client Services Representative
Fidelity Investments
Westlake, TX
05.2022 - 12.2023
- Initiated campaigns to drive the adoption of digital processes and prioritize department-wide quality.
- Enabled clients to achieve greater control over their financial futures through exceptional service.
- Provided consistent training and ongoing supervision to new and tenured team members.
Education
Bachelor of Arts - Communication Studies, Minor in Marketing
University of North Texas
Denton12.2021
Skills
- Customer-Obsessed
- Interpersonal Communicator
- Relationship-Builder
- Highly-Motivated
- Adaptive
- Problem-Solver
- Creative Thinker
- Achievement-Focused
Accomplishments
- Excelling Team Impact Award - Collaborated with a team to conceptualize and execute an associate-driven digital campaign leading to 4,000+ website registrations, suppression of paper usage, and digital dexterity for customers.
- 2023 Circle of Excellence Award - One of 125 recipients from 10,000+ FI/FBOT associates, displaying organizational excellence through dedication to customers, helping peers, and digitally driving business forward.
- AFC Summer Road First Place - Signed up the most financial advisors and shareholders during department-wide campaign. Resulted in a trip to our sister regional center in Smithfield, Rhode Island, where individual and campaign successes were presented to Ron DePaolo and FBOT team.
- Cross-Business Team Impact Award - Completed a 20,000+ item audit project in a six-day window, ensuring all items were in compliance with SEC Rule 17AD-5, creating peace of mind for the firm.
Timeline
Senior Client Services Representative
Fidelity Investments
01.2024 - Current
Client Services Representative
Fidelity Investments
05.2022 - 12.2023
Bachelor of Arts - Communication Studies, Minor in Marketing
University of North Texas