At Fidelity Investments, I manage client service requests, including account modifications, tax inquiries, and transaction research. I process exchanges and purchases across IRAs, trusts, and corporate accounts using Focus Point.
I also develop strategies to address shareholder concerns and prevent escalations, and resolve issues related to unclaimed property laws and the escheatment process.
At Johns Hopkins Bayview, I tracked patient receivables and managed billing processes using Xero. I investigated fraudulent or delinquent payments with QuickBooks and handled office scheduling and billing reports while securely managing patient information in compliance with HIPAA.
