Jacob Kowalski

Jacob Kowalski Email and Phone Number

Customer Support Specialist I @ Fidelity Investments
Colorado Springs, CO, US
Jacob Kowalski's Location
Colorado Springs, Colorado, United States, United States
About Jacob Kowalski

Jacob Kowalski is a Customer Support Specialist I at Fidelity Investments.

Jacob Kowalski's Current Company Details
Fidelity Investments

Fidelity Investments

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Customer Support Specialist I
Colorado Springs, CO, US
Website:
fidelity.com
Employees:
83148
Jacob Kowalski Work Experience Details
  • Fidelity Investments
    Customer Support Specialist I
    Fidelity Investments
    Colorado Springs, Co, Us
  • Fidelity Investments
    Client Relationship Advocate
    Fidelity Investments Jan 2024 - Present
    Greenwood Village, Colorado, United States
  • Transunion
    Business Consultant, Market Strategy And Planning
    Transunion Jul 2022 - Sep 2023
    Greenwood Village, Colorado, United States
    • Formulated and presented revenue growth strategies for large-scale commercial business operations based on independent market research. • Collaborated with domestic and international stakeholders to ensure consistency and efficacy of business growth strategy. • Managed external client relationships impacted by escalations and business updates. • Drafted and presented business updates and quantifiable success metrics to engage company-wide stakeholders. • Assisted in business revenue forecasting by monitoring and adjusting revenue strategy through analytical research. • Responded to escalations by coordinating internal teams to develop fast and effective resolutions.This position led me to several achievements within the business including:- overseeing and assisting with the first ever product migration to a cloud platform-overseeing and assisting with the onboarding of our highest ever revenue partnership-assisting with growing our SEO visibility to the highest levels seen for this product-executing our first ever cold-calling outreach campaign to grow the business
  • Ciox Health
    Data Analyst, Digital Direct Retrievals
    Ciox Health Apr 2021 - Apr 2022
    Alpharetta, Ga
    As a Ciox/Datavant Electronic Medical Records Data Analyst responsibilities include, but are not limited to: • Maintained and updated company inventory databases for tracking and electronic retrieval of medical records. • Identified and corrected discrepancies between inventory databases through technical data analytics. • Engaged in client relationship touch points to discuss concerns and successes. • Performed independent data mining via online research to ensure databases carried the best possible source data.
  • Unitedhealth Group
    Edi Data Analyst, Customer Service Representative
    Unitedhealth Group Mar 2018 - Apr 2021
    Colorado Springs, Colorado, United States
    As an OptumInsight EDI Data Analyst, Customer Service Representative responsibilities included, but were not limited to: • Independently researched and resolved HIPAA and ANSI X12 5010 implementation healthcare EDI issues. • Collaborated with domestic and international clients to address escalated issues. • Facilitated weekly multiple client relationship conference calls. • Shared an extensive online database of hundreds of raised issues monthly with a team of 20 individuals via Salesforce. • Handled a high volume of up to 60 calls received daily via virtual call center software.
  • Mile High Youth Corps
    Americorps Conservation Leadership Corpsmember
    Mile High Youth Corps May 2011 - Dec 2016
    Colorado Springs, Colorado, United States
    Throughout various seasonal roles I took part in every aspect of non-profit management, team leading, and back-country trail construction and maintenance at Mile High Youth Corps including but not limited to: • Directed community outreach events with up to 300 attendees for recruitment. • Developed and facilitated corporate training for over 100 employees. • Assisted in recruitment, on-boarding, and termination of employees. • Developed and facilitated 80 hours of college-level curriculum to employees. • Supervised 24 direct reports on private, public, and federal field contracts. • Issued a company debit card and gained trust to manage necessary expenses.

Jacob Kowalski Education Details

Frequently Asked Questions about Jacob Kowalski

What company does Jacob Kowalski work for?

Jacob Kowalski works for Fidelity Investments

What is Jacob Kowalski's role at the current company?

Jacob Kowalski's current role is Customer Support Specialist I.

What schools did Jacob Kowalski attend?

Jacob Kowalski attended University Of Colorado Colorado Springs, Cheyenne Mountain High School.

Who are Jacob Kowalski's colleagues?

Jacob Kowalski's colleagues are Bethany Girling, Alexander Shore, Mba, Michael F. Powers, Aaron Lara, Mageshwaran Janarthanam, Kent Qian, Bill O'brien, Cfp®, Cpwa®.

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