Ymrije Greazzo
Bedford ,NH
Summary
Knowledgeable Case Management with solid history of managing complex caseloads and providing comprehensive support to diverse client populations. Proven ability to assess client needs and develop tailored action plans that drive positive outcomes. Demonstrated strong communication and problem-solving skills in high-pressure environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Survivor Services Case Manager
Fidelity Investments
08.2022 - Current
- Collaborates with multiple business partners to explore all available options to ensure benefits are correctly and efficiently processed.
- Prioritizes and manages an ongoing queue to ensure cases are processed correctly and within appropriate time frames.
- Share and receive feedback from colleagues within case management and across the organization.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
- Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Improved client satisfaction by efficiently addressing concerns or grievances in a timely manner.
Financial Services Representative III
Fidelity Investments
10.2013 - 08.2022
- Provide knowledge & expertise in multiple lines of financial products and services including pensions, 401k, employee stock options, and annuities.
- Process customer requests for loans, withdrawals, rollovers, and account maintenance.
- Provide advice and guidance regarding IRS regulations with taxes, penalties and interest.
- Mitigate loss and risk while adhering to policies and procedures ensuring compliance with regulatory requirements.
- Work with multiple business lines to resolve customer questions and concerns to ensure the highest level of customer service.
- Help cultivate relationships to improve morale, strategies, and operational efficiencies.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Education
Bachelor of Science - Business Studies
Southern New Hampshire University
Manchester, NH04-2013
Skills
- Case Management
- Written and verbal communication
- Conflict Resolution
- Multitasking Abilities
- Communication
- Customer service excellence
- Teamwork skills
Certification
Certificate program entitled Legal Essentials
Languages
Albanian
Full Professional
Accomplishments
- Supervised team of [Number] staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
Tavel the world
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceHealthcare benefitsCareer advancementCompany CultureTimeline
Survivor Services Case Manager
Fidelity Investments
08.2022 - Current
Financial Services Representative III
Fidelity Investments
10.2013 - 08.2022
Certificate program entitled Legal Essentials
Bachelor of Science - Business Studies
Southern New Hampshire University
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