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Kurtis Wells is listed as Survivor Services Case Manager at Fidelity Investments, a with 52767 employees, based in Jacksonville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Kurtis Wells.
Kurtis Wells previously worked as Interim Learning Facilitator at Fidelity Investments and Interim Site Scheduling Analyst at Fidelity Investments. Kurtis Wells holds Bachelor Of Science (B.S.), Accounting And Finance from Bridgewater State University.
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I started my career at Fidelity Investments in 2015 where I gained experience taking on many different challenging roles with a primary focus on Pension plans, 401(k) plans, Medical plans and Life insurance.I have a passion for process improvement and and improving the overall experience for customer and business. My direct experience with customer service, case management, classroom facilitation and team lead have prepared me for future opportunities.I have experience using the following business tools: WFM, Salesforce, Power BI, Tableau, Teams, SharePoint and other CRM systems
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• Assist survivors with transitioning benefits from employer retirement plans• Provide world-class customer service with empathy while servicing distressed clients• Serve as subject matter expert for Pension, 401(k), Medical Plans and Life Insurance• Collaborate daily with business partners to resolve issues and minimize delays
-Facilitated new associates in a virtual classroom-Created and planned daily/weekly presentations -Provided chat and video conferencing support-Engaged new associates through classroom activities-Collected and reported feedback to management
-Support, deliver and communicate Call Volume Management strategies that shape the success of the business for more than 3,500 associates on daily basis-Cultivate and grow relationships with WPS associates, managers and business units.-Monitor, manage, and report call volume management results
-Support, deliver and communicate Call Volume Management strategies that shape the success of the business for more than 3,500 associates on daily basis-Cultivate and grow relationships with WPS associates, managers and business units.-Monitor, manage, and report call volume management results
• Evaluated client accounts and consulted 40-60 daily customers• Delivered world-class customer service and served as 2016 Team Results point of contact• Consistently exceeded business KPIs and goals while actively identifying business improvements• Built long term relationships with business partners
Headquarters
• Safeguarded customer accounts• Assisted customers in making transfers to checking, savings, and loan accounts• Supported branch staff with online banking, debit cards and account information• Processed one time or automatic payments• Resolved online banking errors with customers (login information, payments, security questions)• Increased/decreased debit card limits for one day usage• Quoted consumer/auto loan payoff figures for customers and car dealerships
Nashua, Nh
• Maintained a conversion rate of 95% (8% above regional average)• Influenced peers, exceeded expectations and worked with limited supervision• Engaged in gorilla marketing techniques (strategic distribution, parking, & placement)
Tampa/St. Petersburg, Florida Area
• Addressed 20-25 clients daily by their preferred name• Provided exceptional customer service by interacting with guests• Recommended and helped locate 10-15 tourist attractions• Upheld professionalism by being well groomed and wearing clean attire• Retrieved clients vehicle in a safe and timely manner
Salem, Nh
• Managed proper cash flow in register• Directed approximately 100-200 customers daily to 15 departments• Assisted in daily operations such as shipping and receiving as needed
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Tyler Faulkner
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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Jordan Gillming, Cfp®
Colleague at Fidelity InvestmentsGreater Sacramento, United States
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Tony Tillman
Colleague at Fidelity InvestmentsLittle Rock, Arkansas, United States
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John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
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Viola Hubert
Colleague at Fidelity InvestmentsNew London County, Connecticut, United States
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Robert Pippin
Colleague at Fidelity InvestmentsTonbridge, England, United Kingdom
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Lokeshwaran Annamalai
Colleague at Fidelity InvestmentsGarner, North Carolina, United States
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Cheryl M.
Colleague at Fidelity InvestmentsBatavia, Ohio, United States
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Kimberly Elkins
Colleague at Fidelity InvestmentsProvo, Utah, United States
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Activities and Societies: Pi Kappa Alpha, BSU American Marketing Association, BSU Accounting and Finance Club
Activities and Societies: 1. Alumni Annual Endowment 2. Campus Recreation - Intramurals
Additional electives: Accounting, Psychology, Science
Quick answers generated from the profile data available on this page.
Kurtis Wells works for Fidelity Investments.
Kurtis Wells is listed as Survivor Services Case Manager at Fidelity Investments.
Kurtis Wells is based in Jacksonville, North Carolina, United States while working with Fidelity Investments.
Kurtis Wells has worked for Fidelity Investments, Harborone Bank, 1-800-Got-Junk?, Seven One Seven Parking Enterprises, and Walmart.
Kurtis Wells's colleagues at Fidelity Investments include Tyler Faulkner, Jordan Gillming, Cfp®, Tony Tillman, John Kearney, and Jonah Sonntag.
You can use AeroLeads to view verified contact signals for Kurtis Wells at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Kurtis Wells holds Bachelor Of Science (B.S.), Accounting And Finance from Bridgewater State University.
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