Jack Mancuso
Greenwood Village,CO
Summary
Proven in enhancing customer relationships, I am excelling at Fidelity Investments by mastering the 'corepath' call model, significantly improving client engagement. My blend of strong work ethic and attention to detail has consistently elevated service standards. Skilled in communication and product knowledge, I thrive in dynamic environments, always prioritizing client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
06.2023 - Current
- Delivered exceptional customer service on a day-to-day basis.
- Grew familiar with the 'corepath' call model to ensure an efficient call with every client while striving to build a deeper connection.
- Continued to grow my client services skillset, and became very comfortable talking with clients over the phone.
Customer Service Representative
Big 5 Sporting Goods
05.2021 - 01.2023
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
Bachelor of Science - Finance And Real Estate
Colorado State University
Fort Collins, CO05.2023
Skills
- Customer Obsessed
- Coachable
- Attention to Detail
- Work Ethic
- Teamwork and Collaboration
- Reliability
Certification
Currently working on achieving my Certificate of Financial Planning. Set to test 11/25.
Timeline
Customer Relationship Advocate
Fidelity Investments
06.2023 - Current
Customer Service Representative
Big 5 Sporting Goods
05.2021 - 01.2023
Bachelor of Science - Finance And Real Estate
Colorado State University
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