Zachary Harris
Roanoke
Summary
Dynamic finance professional committed to delivering exceptional customer service and achieving results in fast-paced environments. Recognized for effectively addressing client needs and resolving complex issues, consistently enhancing customer satisfaction and loyalty. Proven ability to foster collaborative team dynamics while leveraging excellent interpersonal, time management, and problem-solving skills to drive team goals. Adaptable and reliable, with a track record of maintaining high service standards and cultivating positive client relationships.
Overview
12
12
years of professional experience
Work History
Tax Exempt Representative II
Fidelity Investments
12.2024 - Current
- Developed and maintained client relationships to enhance customer loyalty and retention.
- Collaborated with teams to streamline account management processes, improving service efficiency.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
Transaction Service Representative (contract role)
Fidelity TalentSource
04.2024 - 12.2024
- Completes transaction requests in a timely and accurate manner by verifying, editing and revising client-related documentation.
- Processes daily ticket volumes (approximately 130+) for requests in transfer of assets, account creation and management, and money movement.
- Trained as backup in Maintenance as well as the Reservist role for Middle Office.
- Resolved customer inquiries efficiently, ensuring high satisfaction levels and positive experiences.
- Managed account maintenance, ensuring accuracy and compliance with company policies.
Customer Resource Advocate
Fidelity Investments
10.2023 - 12.2023
- Completed extensive 5-week study program geared towards comprehension of the finance and securities industry in preparation for taking the SIE exam.
- Gained new knowledge and understanding of the securities industry as well as the structure and function of markets.
Rate Administrator
Amyntra Group
07.2020 - 10.2023
- Entered and maintained departmental records in the company digital database to track and analyze operational data.
- Developed effective improvement processes in alignment with company-specific goals.
- Assisted in launching a new software system during the first two years with the company.
Business Analyst
Hilton Corporate
09.2019 - 03.2020
- Handled reimbursements and point allocations for Hilton Honors members.
- Identified trends or issues related to Rewards Reimbursement program, geared towards resolving reward discrepancies and monitoring and analyzing bonus usage.
- Collaborated with multiple internal departments to establish specific goals and plans to prioritize, organize and accomplish project/departmental goals.
Leasing Consultant
Castle Rock Apartments
01.2019 - 09.2019
- Maintained positive customer service relationships and encouraged prospective tenants to lease units in a favorable light.
- Managed calls for over 250 residents on property while utilizing sales and marketing strategies to increase property traffic and maintain closing rates.
- Performed all administrative tasks and duties, as assigned by Property Manager.
Outbound Freight Specialist
Target Distribution Center
01.2014 - 01.2019
- Carefully handled food products to ensure safe delivery to stores and implemented logistics software to systematically process orders.
- Developed processes to speed up arrival times for products to maintain efficient workflows.
- Worked cohesively with other team members across multiple departments to meet daily production goals.
Education
Bachelor of Arts - Sociology
University of North Texas
Denton, Texas05-2019
Skills
- Microsoft Office Suite
- SmartSheet
- Data Entry
- Data Analysis
- Customer Service
- Problem Solving
- Time Management
- Customer support
- Customer relations
- Goal-oriented mindset
- Data entry proficiency
Timeline
Tax Exempt Representative II
Fidelity Investments
12.2024 - Current
Transaction Service Representative (contract role)
Fidelity TalentSource
04.2024 - 12.2024
Customer Resource Advocate
Fidelity Investments
10.2023 - 12.2023
Rate Administrator
Amyntra Group
07.2020 - 10.2023
Business Analyst
Hilton Corporate
09.2019 - 03.2020
Leasing Consultant
Castle Rock Apartments
01.2019 - 09.2019
Outbound Freight Specialist
Target Distribution Center
01.2014 - 01.2019
Bachelor of Arts - Sociology
University of North Texas