Will Speiser
Covington
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service.
Overview
4
4
years of professional experience
Work History
Tax Exempt Market Associate II
Fidelity Investments
10.2024 - Current
- Support participants by handling inbound calls and providing guidance on retirement account transactions, including loans, rollovers and withdrawals.
- Serve as primary point of contact for the OPA within the team.
- Demonstrate in-depth knowledge of Fidelity products, policies and digital tools to educate and empower participants
Food Server
Queen City Club
06.2022 - 08.2022
- Worked with teammates to prepare for large community banquets and events.
- Maintained clean, sanitized and well-stocked work areas with consistent attention to upkeep.
Construction Yard Worker
Western Hills Building Supply
05.2021 - 08.2021
- Operated heavy machinery and performed labor projects including brick laying and transportation of building materials.
Education
Bachelor of Liberal Arts & Science - Minor Business Administration
Xavier University
Cincinnati, Ohio05.2024
Skills
- Customer service and assistance
- Time management
- Teamwork and collaboration
- Strong communication and interpersonal skills
- Problem-solving abilities
- Attention to detail
Timeline
Tax Exempt Market Associate II
Fidelity Investments
10.2024 - Current
Food Server
Queen City Club
06.2022 - 08.2022
Construction Yard Worker
Western Hills Building Supply
05.2021 - 08.2021
Bachelor of Liberal Arts & Science - Minor Business Administration
Xavier University
INTERNATIONAL STUDIES
Film in Rome and Theology | Rome, Italy 05/2023 to 06/2023
- Successfully navigated challenges adapting to a new environment, demonstrating resilience and cross-cultural communication skills
- Studied renowned theologians and art historians while conducting research projects
Healthcare Ethics and Law | Lima and Cusco, Peru 05/2022 to 06/2023
- Explored Peru as it related to the connection between present healthcare systems and culture.
- Worked with many students and underserved children.
- Studied various sustainability and social projects.