Zachary Payne
Burleson,TX
Summary
Dynamic professional with proven skills in customer relationship management and time management. Successfully assisted clients with inquiries and service requests, fostering strong connections and ensuring timely resolutions. Eager to leverage expertise in a challenging new role to drive exceptional service outcomes.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Executive Services Specialist
Fidelity Investments
Westlake, Texas
10.2024 - Current
- Used excellent verbal skills to engage customers in conversation, and effectively determine financial needs and goals.
- Assisted clients with account inquiries and service requests.
- Coordinated with teams to resolve client issues effectively.
Stock Plan Consultant
Fidelity Investments
Westlake, Texas
11.2023 - 10.2024
- Analyzed client needs to set time for the participant to meet with their advisory team.
- Identified needs of customers promptly and efficiently.
Stock Plan Associate
Fidelity Investments
Westlake, Texas
07.2022 - 11.2023
- Assisted clients in understanding their equity awards and how to enroll in the equity awards.
Education
Bachelor of Science - Communications
Texas A&M University - Texarkana
Texarkana, TX05-2020
Skills
- Client engagement
- Account management
- Team collaboration
- Service coordination
- Customer relationship management
- Time management
Certification
SIE
Timeline
Executive Services Specialist
Fidelity Investments
10.2024 - Current
Stock Plan Consultant
Fidelity Investments
11.2023 - 10.2024
Stock Plan Associate
Fidelity Investments
07.2022 - 11.2023
Bachelor of Science - Communications
Texas A&M University - Texarkana