Zachary Lenahan
Cumberland,RI
Summary
Hardworking Senior Representative gifted at providing amazing service to customers and peers. Engaging and personable to oversee business tasks and meet deadlines.
Overview
4
4
years of professional experience
Work History
Senior Representative
Fidelity Investments
08.2022 - Current
- Communicating effectively within my team, across departments and with external clients
- Processing monetary, maintenance and transfer related items
- Maintaining excellent quality and productivity metrics
- Constantly problem solving and multi-tasking to achieve personal/team goals.
Representative
Fidelity Investments
10.2021 - 08.2022
- Assisted investment professionals and shareholders through inbound phone calls
- Processed monetary transactions and maintenances for various account types
- Assisted with coaching colleagues and serving as a support system for others
- Joined the Website Support Team and facilitated training sessions for multiple inbound phone teams.
Curative Specialist
Silk Title Co.
08.2020 - 09.2021
- Assisted mortgage lenders and clients in a critical phase of refinancing
- Reviewed property titles for liens/judgments and obtained resolutions
- Trained colleagues and provided support for team members
- Communicated with various entities, clients, and business partners efficiently.
Retail Sales Specialist
Wireless Zone
01.2020 - 07.2020
Licensed Insurance Agent
Bankers Life
09.2019 - 12.2019
- Utilized leads to set up appointments with potential clients
- Analyzed existing policies and financial status
- Established professional relationships though providing solutions.
Education Payment Advisor
Tuition Management Systems
09.2019 - 12.2019
- Served clients in an inbound call center role
- Assisted in establishing tuition payment plans, processing payments, and providing technical assistance
- Trained and supported colleagues.
Education
Bachelor’s degree in Communication -
University of Rhode Island
05.2019
Skills
- Effective Communication
- Queue Management
- Cross-departmental collaboration
- Problem resolution to exceed client expectations
Timeline
Senior Representative
Fidelity Investments
08.2022 - Current
Representative
Fidelity Investments
10.2021 - 08.2022
Curative Specialist
Silk Title Co.
08.2020 - 09.2021
Retail Sales Specialist
Wireless Zone
01.2020 - 07.2020
Licensed Insurance Agent
Bankers Life
09.2019 - 12.2019
Education Payment Advisor
Tuition Management Systems
09.2019 - 12.2019
Bachelor’s degree in Communication -
University of Rhode Island
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Jano SelwanesJano Selwanes
Customer Service Representative at NBICCustomer Service Representative at NBIC