At Fidelity Investments, I process high-dollar trade transactions for financial institutions including Brown Brothers Harriman, BNY Mellon, and Citi, with a focus on accuracy, compliance, and timely settlement.
I also manage pricing requests, monitor Fidelity-specific fund prices, and process requests for customers receiving government allotments. I create Excel sheets and standard operating procedures covering role-specific responsibilities and workflows.
Previously, as a Senior Customer Service Representative at Fidelity Investments, I supported shareholders and investment professionals with transactions, account maintenance, website demonstrations, and account setups. I exceeded the new-hire quality benchmark, achieving 87.5% against an 80% goal within my first three months.
I also supported new-hire onboarding through live monitoring, double jacking, and chat support, and completed courses and job shadowing for Fidelity’s Analyst Ready Program. Earlier, I worked as an Adult Services Worker at The Fogarty Center and as an Intern at Alzheimer's Association Rhode Island Chapter.
