Zack Jameson
Manchester,NH
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
06.2023 - Current
- Top 10% in major planning metrics for Q1 and Q2 2024
- Built strong relationships with customers by offering tailored investment solutions.
- Worked in partnership with colleagues to implement effective business practices through the Associate Council
- Led department in outbound dials
Customer Relationship Advocate
Fidelity Investments
Merrimack , NH
12.2021 - 06.2023
- Provided support to customers via phone, email and chat.
- Assisted customers with inquiries, troubleshooting and resolutions for their account-related issues.
- Demonstrated exceptional performance by surpassing targets for call efficiency and customer satisfaction
- Established strong rapport with colleagues and organized team outings
Sales Associate
AT&T
09.2020 - 12.2021
- Demonstrated product features and benefits for customers' needs.
- Greeted customers and provided exceptional customer service.
- Upsold additional items based on customer interests and needs.
Education
Associate of Arts -
NHTI - Concord's Community College
Concord, NH05-2019
Skills
- Investment strategies
- Financial Planning
- Time Management
- Critical Thinking
- Customer Service
- Excellent Communication
- Professionalism
- Relationship Building
Certification
- Series 7
- SIE
- Series 63
- Series 66
Timeline
Investment Solutions Representative
Fidelity Investments
06.2023 - Current
Customer Relationship Advocate
Fidelity Investments
12.2021 - 06.2023
Sales Associate
AT&T
09.2020 - 12.2021
Associate of Arts -
NHTI - Concord's Community College
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