Looking for a job

Alexis Tyson

@alexistyson

Message

I investigate fraud risk, process financial transactions, and resolve complex client account issues.

United States

Message

What I'm looking for

I'm looking for a financial services operations role where I can investigate risk, process complex transactions, resolve account issues, and work cross-functionally to protect clients and their assets.

At Fidelity Investments, I investigate fraud and account-risk concerns across client portfolios, reviewing transactions, authentication activity, device data, documentation, and public records.

I make risk-based account restriction and fund-release determinations while partnering with FIU, Wire Risk, Compliance, Legal, Cybersecurity, and operations teams. I maintain a 93% quality score.

Previously, I guided small-business owners through retirement plan servicing and processed IRA withdrawals, RMDs, Roth conversions, recharacterizations, and contribution corrections.

I also handled high-volume brokerage servicing, including wires, EFT/ACH transactions, account openings, and beneficiary changes, while mentoring newly licensed associates.

Experience

Work history, roles, and key accomplishments

Current

Fraud Customer Response Representative

Current

Fidelity Investments

Apr 2025 - Present (1 year 5 months)

Investigates fraud and account-risk concerns across client portfolios, handling account takeover, wire and check fraud, scams, and other high-risk events. Conducts outbound fraud interviews and makes independent determinations to restrict or unrestrict accounts.

Fraud Investigation Risk Assessment Transaction Review LexisNexis KYC Account Verification Documentation Review Cross functional Coordination Quality Assurance

Retirements Associate

Fidelity Investments

Aug 2023 - Apr 2025 (1 year 8 months)

Guided small-business owners on retirement plan options and processed retirement transactions including withdrawals, conversions, and corrections. Reviewed applications and coordinated with back-office teams to resolve documentation issues.

Retirement Plans SEP IRA SIMPLE IRA 401K Roth Conversions Transaction Processing Client Communication Documentation Review Tax Regulations

Customer Relationship Advocate

Fidelity Investments

Jan 2022 - Aug 2023 (1 year 7 months)

Handled 20-30 client calls daily in a high-volume brokerage environment, processing wire transfers, EFT/ACH transactions, and account changes. Served as point of verification for transactions and mentored newly licensed associates.