Jenna Britton
Covington,KY
Overview
2
2
years of professional experience
Work History
DC/FIIS Representative
Fidelity Investments
07.2022 - Current
- Service 500+ calls monthly delivering quality service, while also exceeding metric goals, earning awards on 'blue across the board' for quarterly results
- Since being on the team, I have accepted multiple roles of additional responsibilities.
Skills
- Goal-Driven
- Adaptable and Flexible
- Honest and Dependable
- Teamwork and Collaboration
- Relationship Building
Career Development
Along with the FIIS role, I have made efforts toward continuing growth within the company
Personal Information
Employee ID: A728264
Additional responsibilities
- K-12 Associate: Received the upskill training for the K-12 403B accounts to service the specialized plans.
- Point of contact for team statistics: Utilize tableau to create power points to provide weekly and monthly updates for specific metric goals across the board. This role also includes training colleagues on tableau use.
- Peer mentoring: Providing extra support to FIIS teammates while also giving feedback on points of strength and opportunity to assist in the development of their role.
- Fuel 50 Point of contact: Collaborated with manager as well as two colleagues in getting information gathered to facilitate informational meetings on the new feature for career development
- PDJ Rooms: Host PDJ rooms often allowing new hires, or other colleagues interested in the position.
Timeline
DC/FIIS Representative
Fidelity Investments
07.2022 - Current
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