Customer Service Microsoft Office

Fahad Meer

516-***-**** ****************@*****.***

Profile

A confident, willing to learn and enthusiastic professional possessing vast experience in a variety of fields. Comprehensive understanding of the skills required for multitasking, organizing, prioritizing and working under pressure. A self-motivated individual, strong motivator and team leader with a holistic skill set, including effective communication, attention to details, problem-solving, and customer satisfaction, along with a bottom-line corporate focus and a results-driven approach. Seeking a position in an organization which can leverage strong organizational skills, educational background and ability to work in close collaboration with people and provide opportunities for professional and personal growth simultaneously

Professional Experience

Fidelity Investments, Westlake, Texas

Financial Associate – Advisor (2017-Present)

Address the needs and concerns of the customers through an inbound call gate strategy

Understand and interpret customer needs and concerns effectively

Educate and empower customers through insightful conversations and leveraging online resources

Provide expertise on inquiries pertaining to retirement, taxation, and the markets

Utilize available resources, like Fidelity.com and a Microsoft Windows based workstation, to execute trades, account distributions, provide account balance and transaction information

Discuss Fidelity's wide range of products and services and provide market news and quotes

Provide accurate transactional assistance for High Net Worth transactions, such as exchanges, rebalances, rollovers, and distributions for both Non-Qualified and Qualified Defined Contribution plans

Process loans, withdrawal and hardship withdrawal requests

Support the monthly testing of various systems upgrades and releases

Previous Positions:

Financial Associate - Tax Exempt Representative III (2017)

Financial Associate - Tax Exempt Representative I (2016)

Financial Associate - Defined Contributions Representative I (2015)

TD Bank, Westlake, Texas

Collections Counselors II (2013-2015)

Worked with high volume delinquent accounts, from first payment default to 60+ days past due accounts, including repossession, dealership issues, bankruptcies and deceased customers on the loans

Life Science Logistics, Dallas, Texas

Warehouse Clerk (2012-2013)

Processed pharmaceutical orders and managed the shipment of the requested products on time

Completed quality control to ensure medications met the CDC standards

Managed the inventory and ensured accurate data capturing for supply

Education

Tarrant County College, Arlington, Texas

Finance & Business Management

GPA: 3.50/4.00

Technical Skills & Languages

Medallia, Genesys, Microsoft Office, Fiserv, Western Union pay, Microsoft Excel & Congo's

English, Urdu, Hindi & Punjabi

Awards

Spark Awards recipient - TD Bank

(For using business strategies and providing the best customer service in 2013 and 2014)

Additional Activities

Fundraising talent dance show group participant to help people in Uganda

Feed Homeless shelter volunteer at Baptist Church in Dallas, TX

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