Donald Flobeck Email & Phone Number

Jacksonville, FL, US

Plays a pivotal role in maintaining and enhancing the quality of software products, rigorously follows established QA processes for both manual and automated application testing, ensuring that the software meets the highest standards of quality and reliability. Develops deep expertise in applications that are crucial for identifying potential issues and.

Jacksonville, Florida, United States

Serves as the main point of contact for advisory/wealth management firms and as a liaison between these clients and internal departments. Leads meetings with financial professionals and manages project goals and timelines while communicating with clients in a proactive and professional manner. Demonstrates knowledge of the financial industry and offers.

Jacksonville, Florida, United States

Jacksonville, Florida, United States

Primary liaison for clients that utilize Valdi order management software. Responsible for building relationships, supporting, and coordinating communication with business clients, internal teams, and high-level management to ensure that systems are stable and performing at acceptable levels. Handle and document client escalations, recurring issues, and.

Ensured accuracy and completion of transactions within donor-advised funds that were processed by the Fidelity Charitable Service Delivery Team. Supported Service Delivery in its mission to improve processes, measure capability, and drive performance. Nominated by management for Associate of the Quarter for making contributions beyond the scope of the role.

Westlake, Texas

Accepted referrals from financial associates across the firm in order to provide education, support, and advice for retirement planning. Strengthened client relationships through consultative conversations that uncovered opportunities to bring in additional assets, provide an array of Fidelity solutions, and set up meetings with financial consultants in.

Westlake, Texas

Answered inbound calls from non-qualified DC and non-qualified pension plan participants where I assisted clients with enrollment, education on pension process. Discussed, entered, and followed through on research items for complex issues. conducted consultative conversations to identify and refer clients to the sales team that would benefit from Fidelity.

Westlake, Texas

Answered inbound calls from participants of workplace retirement plans within the tax-exempt market to educate and assist with plan contributions, loans, withdrawals, and other service needs. Acted as a solutions representative where I served as a point of contact for team members with questions, escalations, and coaching opportunities. A member of the.