Chris Larkin

Chris Larkin Email and Phone Number

Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager @ Fidelity Investments
boston, massachusetts, united states
Chris Larkin's Location
Westborough, Massachusetts, United States, United States
Chris Larkin's Contact Details

Chris Larkin work email

Chris Larkin personal email

n/a
About Chris Larkin

I have worked in the financial services industry for over 30 years. Throughout that time, I focused on understanding and serving the needs of my customers. I led customer service organizations and customer segments, developed communication strategies and educational content, sponsored customer research, and developed products and services all designed to improve the financial lives of those I served.I am passionate about the importance of financial wellness. I believe strongly in the power of financial planning and the impact it can have on customer outcomes.Specialties: Financial planning, customer strategy, call center/operations management, financial wellness program development, segmentation, design thinking, process improvement, product and service model design, and sales

Chris Larkin's Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Chris Larkin Work Experience Details
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Mar 2021 - Present
    Shrewsbury, Massachusetts, United States
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  • Fidelity Investments
    Vice President Customer Strategy And Segment Management
    Fidelity Investments Jan 2012 - Mar 2020
    Rhode Island, United States
    -Drove segmentation of workplace customer base and implemented it across channels, marketing, and product-Led segment focused on customers living paycheck to paycheck, championed their needs, and developed a strategy to achieve better financial outcomes-Developed financial wellness offering, including online assessment, education, solutions, and phone support-Partnered with client facing teams to drive 99% adoption of financial wellness offering
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  • Fidelity Investments
    Vice President, Workplace Participant Services
    Fidelity Investments Jan 2007 - Jan 2012
    New Hampshire, United States
    -Led customer service organization, consisting of 10 teams and 160 associates, serving our tax exempt workplace customers-Created a positive and engaged associate culture and developed a strong leadership team-Sponsored a complete overhaul of associate resources and redesigned our service model leading to strong improvement in both customer satisfaction scores and guidance leads-Participated in an initiative co-sponsored by Fidelity and Stanford University focused on creating next generation workplace plan design using design thinking principles
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  • Fidelity Investments
    Vice President, Participant Strategy Marketing
    Fidelity Investments Jan 2005 - Jan 2007
    Massachusetts, United States
    - Drove asset retention marketing strategy and initiatives in our tax exempt workplace market- Redesigned communication pieces for our recently separated workplace customers and partnered with client facing teams to drive plan sponsor adoption- Served as Market Manager for the Raleigh Durham area, designing engagement opportunities between our workplace customers and our retail branch in this region-Program managed the development and roll out of a new sales appointment reservation system
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  • Fidelity Investments
    Vice President, Operations
    Fidelity Investments Mar 2004 - Jan 2005
    New Hampshire, United States
    -Led operations team charged with researching and resolving customer inquiries involving health benefits-Designed and implemented new onshore and offshore strategy to support ongoing growth-Led successful change management effort to ensure a smooth associate and customer transition into new operating model-Developed new participant advocacy model, designed to assist customers work with their insurance carriers on disputed health claims
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  • Fidelity Investments
    Vice President, Survivor Services
    Fidelity Investments Feb 2002 - Mar 2004
    New Hampshire, United States
    -Led a team of associates responsible for delivering high touch case management services to beneficiaries of our workplace customers-Coordinated death benefits across all of our workplace product lines, including defined contribution, defined benefit, life insurance, and stock plan services-Built an offshore operation in India and a second call center in Toronto to support new growth-Worked across the firm to provide beneficiaries access to guidance and support from our personal investing team
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  • Fidelity Investments
    Director Of Participant Services
    Fidelity Investments May 1999 - Feb 2002
    Massachusetts, United States
    -Led customer service teams supporting across all of our workplace benefit products (DC, DB, and H&W)-Assisted in redesign of our call center service delivery model-Led pre-sale client tours of our call center operation
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  • Fidelity Investments
    Director Of Quality Assurance And Risk Management
    Fidelity Investments Oct 1997 - May 1999
    Massachusetts, United States
    -Led a team of associates focused call quality initiatives and service recovery due to associate errors-Built new online tool for phone associates to capture voice of the customer sentiment-Served as call center lead for internal and external auditors-Responsible for business contingency planning for national call centers-Ran corporate reserves program designed to supplement normal call center associate capacity
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  • Fidelity Investments
    Team Manager, Participant Services
    Fidelity Investments Sep 1996 - Oct 1997
    Massachusetts, United States
    -Led a team of customer service associates supporting defined benefit and defined contribution customers-Assisted with redesign and roll out of an associate online resource tool-Revamped the associate bonus and recognition program
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  • Fidelity Investments
    Customer Service Representative
    Fidelity Investments Dec 1993 - Sep 1996
    Massachusetts, United States
    -Trained on both retail products and services as well as workplace defined contribution and defined benefit plans-Provide phone support and resolved customer inquiries-Conducted mutual fund exchanges and 401k loans and withdrawals
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  • Prudential Real Estate
    Licensed Real Estate Salesperson
    Prudential Real Estate Jan 1992 - Jun 1994
    Milford, Massachusetts, United States
    * Listed and sold residential real estate* Designed marketing and advertising strategies* Prospected for new business
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Chris Larkin Education Details

Frequently Asked Questions about Chris Larkin

What company does Chris Larkin work for?

Chris Larkin works for Fidelity Investments

What is Chris Larkin's role at the current company?

Chris Larkin's current role is Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager.

What is Chris Larkin's email address?

Chris Larkin's email address is ch****@****fmr.com

What schools did Chris Larkin attend?

Chris Larkin attended The Hasso Plattner Institute Of Design At Stanford University, Babson College, College Of The Holy Cross.

Who are Chris Larkin's colleagues?

Chris Larkin's colleagues are Daniel Holzman, Ryan Monahan, Yogesh P, Jim Neidenbach, Diane Perkins, Meghan Gavrilles, Bojiang L..

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