# Matthew Wilhelm

Matthew Wilhelm is a remote worker on Himalayas, 401(k) & Health-Insurance Customer Associate at Fidelity Investments, based in United States.

Source: https://himalayas.app/@matthewwilhelm

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Empathetic leader and world-class communicator in education and customer service.
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| Detail | Value |
| --- | --- |
| Availability | Open to opportunities |
| Location | United States |
| Authorized to work in | United States |
| Job categories | Customer Service Associate, Educator, Project Manager, Academic Advisor, Customer Experience Manager, Customer Support Specialist, Customer Service, Customer Service Associate, Remote Customer Service Representative |
| Skills | Customer Service, Project Management, Teaching, Curriculum Development, Public Speaking, Empathy, Problem Solving, Podcast Production, Communication Skills |

## What I'm looking for

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I am looking for a role that values communication and empathy, where I can leverage my skills in education and customer service to make a positive impact.
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## About

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I am an empathetic leader and world-class communicator with a proven track record in managing complex projects and building trusting relationships. My experience as a 401(k) & Health-Insurance Customer Associate at Fidelity Investments has honed my ability to guide clients through intricate investment options and policy details, ensuring they understand their choices clearly. I take pride in achieving consistently high customer satisfaction by resolving complex issues efficiently and with empathy.

Prior to my role at Fidelity, I dedicated 15 years to education as a History Teacher and College Application Coordinator at Camelot Academy. I designed and delivered engaging courses that connected current world events to historical contexts, fostering critical thinking and civic engagement among my students. My commitment to their success is reflected in the 90%+ college acceptance rate of my advisees, demonstrating my ability to guide them through the college search and application process effectively.
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## Experience

### 401(k) & Health-Insurance Customer Associate

Fidelity Investments. Aug 2022 - Present

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Managed 40-50 daily inquiries on retirement and health-benefit plans, guiding clients through investment options, policy details, and regulatory requirements in plain language. Achieved consistently high customer-satisfaction by resolving complex issues efficiently and empathetically.
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Skills: Customer-Service, Retirement-Planning, Health-Benefits, Regulatory-Compliance, Conflict-Resolution, Customer-Satisfaction, Financial-Services

### History Teacher & College Application Coordinator

Camelot Academy. Aug 2007 - Present

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Designed and delivered courses in Civics, U.S. & World History, and AP U.S. Government for grades 8-12, putting current world events into a broader context, helping students see issues from multiple perspectives, project-based learning, and experiential trips to Durham City Hall, the NC Legislature, Washington, DC, and NYC, deepening civic engagement and real-world connections. Advised ~40 juniors
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Skills: Curriculum-Development, Student-Advisement, Project-Based-Learning, Public-Speaking, Event-Planning, Edtech

## Education

### University of North Carolina at Chapel Hill

Bachelor of Arts, Philosophy

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Earned a Bachelor of Arts in Philosophy. Developed critical thinking, analytical, and communication skills through rigorous study of philosophical concepts.
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### University of Maryland, College Park

Master of Arts, Curriculum & Instruction

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Completed a Master of Arts in Curriculum & Instruction. Focused on developing effective teaching strategies and educational program design.
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## Tech stack

- Gmail

To contact Matthew, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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