ZACHARY MASON
Irving,TX
Summary
Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where efficiency and dedication will be highly valued with providing financial assistance for the needs ofothers.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
10.2023 - Current
- Obtained Series Industry Exam License.
- Collaborated with new hires to incorporate study aids in forms of virtual meetings and study guides.
- Preparation made for attaining other FINRA Licenses.
- Assisted with presenting risk and compliance materials.
SENIOR ADVISOR CLIENT SERVICE REPRESENTATIVE
Fidelity Investments
Westlake, TX
12.2021 - 10.2023
- Assist Clients & Advisors with mutual fund trades.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Analyzed market trends and recommended appropriate investment strategies to clients.
- Monitored the performance of existing investments and made necessary adjustments as needed.
CUSTOMER RELATIONSHIP ADVOCATE
Fidelity Investments
Westlake, TX
05.2021 - 12.2021
- Providing assistance with quoting stocks and mutual funds.
- Provided support to customers via phone, email and chat.
- Developed customer relationships through active listening and problem solving skills on financial needs.
- Assisted customers with inquiries, troubleshooting and resolutions for their account-related issues.
- Conducted research on investment opportunities and provided recommendations.
TAX ANALYST I Intern
Sysco Corporation
Cypress, TX
08.2019 - 05.2021
- Reviewed client financial records and documents to ensure accuracy of reported income and deductions.
- Analyzed tax returns to identify areas of potential savings for clients.
- Identified various tax credits, exemptions, and deductions available to clients.
- Prepared quarterly estimated payments for clients based on their projected earnings.
- Advised clients on the most advantageous strategies for filing taxes.
RESIDENT ASSISTANT/ LEASING AGENT
Urban Academic Village
Houston, TX
05.2017 - 08.2019
- Supervised and monitored activities of residents in the dormitory to ensure compliance with rules and regulations.
- Coordinated student events such as movie nights, game nights, and other social activities.
- Assisted students with problem resolution through mediation and conflict management techniques.
- Responded to emergency situations within the residence hall.
- Conducted weekly floor meetings to discuss safety protocols, campus resources, and upcoming events.
- Educated residents on university policies and procedures related to residential living.
Education
BACHELOR OF BUSINESS ADMINSTRATION IN FINANCE -
TEXAS SOUTHERN UNIVERSITY- JESSE H. JONES SCHOOL OF BUSINESS- HOUSTON, TX
05.2019
Skills
- Microsoft Office Suite
- Customer Focused
- Team Leadership
- Strong Verbal Communication
- Organization & Prioritization
- Interpersonal Capabilities
Recognitions Awards
- Cum Laude honors (2019)
- C.T. Bauer Scholar (2018-2019)
- General University Achievements Based Scholarships (2015-2019)
- Honor Roll Recognition (2015-2019)
- Alpha Merit Program Scholar (2015)
- Awarded for Outstanding GPA Jesse H. Jones Fellows (2016-2017)
- Mr. Jesse H. Jones School of Business - 2018-2019 Lumin Education Scholarship (2015)
- Demonstrated Community Service National Honor Society (2015)
- Above Average Inside Classroom Advancement Via Individual Determination (2015)
Certification
- SIE Exam
Timeline
Customer Relationship Advocate
Fidelity Investments
10.2023 - Current
SENIOR ADVISOR CLIENT SERVICE REPRESENTATIVE
Fidelity Investments
12.2021 - 10.2023
CUSTOMER RELATIONSHIP ADVOCATE
Fidelity Investments
05.2021 - 12.2021
TAX ANALYST I Intern
Sysco Corporation
08.2019 - 05.2021
RESIDENT ASSISTANT/ LEASING AGENT
Urban Academic Village
05.2017 - 08.2019
BACHELOR OF BUSINESS ADMINSTRATION IN FINANCE -
TEXAS SOUTHERN UNIVERSITY- JESSE H. JONES SCHOOL OF BUSINESS- HOUSTON, TX
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