Emily Halpern Email and Phone Number

Participated in the Service Trainee Program, a formal training program focused on client services, brokerage operations, and career development; also currently participating in the Year One Program, an extension of the STP, focusing on professional skills, career mobility, and one on one coaching with a senior Vice President in Client Experience (CE) Traveled to Fidelity Boston offices to learn about the company as a whole and met with senior leaders to gain insight from their careers Supporting a premium tier service team as a new account and maintenance processor; opening numerous client accounts each day and performing necessary maintenance on those accountsResponsible for Landsberg Bennett advisor firm, ensuring this sensitive clients’ work is completed same-day, and working closely with their Client Manager and Customer Service Representative to improve special processesTrained newly hired associates on the team on complicated processes and advisor-specific rules Assisted in a time study research project for the Senior Process Engineer in CE; contributed personal data and analyzed a specific maintenance process in order to be automated in the future Organizes team events, meetings, lunches, birthday celebrations, etc. as the co-chair of the East Blue FUN Committee

Consulted with the President of the company, thus developing social media strategies and consistent branding. Created social media posts with a consistent theme that is still used today.

Facilitated meetings.Organized events.Developed valuable leadership and management skills.Supervised over fifteen staff writers. Wrote articles.

Analyzed client data using a variety of metrics. Collaborated with fellow interns on a professional project. Nominated by manager for “Intern of the Summer”. Learned how to run client reports and use company software.Engaged in department meetings.Participated in intern seminars, learning all aspects of the company.

Wrote weekly online articles on various topics.Created content for the online platform.Collaborated with fellow writers for creative and professional purposes.

Serviced customers.Worked with other team members. Trained new employees.