Samuel Betts

Samuel Betts Email and Phone Number

Client Services Specialist III @ Fidelity Investments
Texas, United States
Samuel Betts's Location
Dallas-Fort Worth Metroplex, United States
Samuel Betts's Contact Details

Samuel Betts personal email

n/a
About Samuel Betts

Samuel Betts is a Client Services Specialist III at Fidelity Investments.

Samuel Betts's Current Company Details
Fidelity Investments

Fidelity Investments

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Client Services Specialist III
Texas, United States
Website:
fidelity.com
Employees:
83148
Samuel Betts Work Experience Details
  • Fidelity Investments
    Client Services Specialist Iii
    Fidelity Investments
    Texas, United States
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  • Fidelity Investments
    High Net Worth Representative
    Fidelity Investments Sep 2023 - Present
    Westlake, Texas
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  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Feb 2022 - Sep 2023
    Westlake, Texas
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  • Industrious
    Operations Associate
    Industrious Jun 2021 - Jan 2022
    -Proactively plan, order for and serve the weekly food plans for our office of over 250 members-Create signage for different events that we have in our office-Communicate problems and potential solutions to offsite vendors and Facilities team so they are equipped in fixing onsite facilities issues-Handle the onboarding and offboarding of all members in our various systems-Organize all new member paperwork-Take inventory and order monthly office supplies for our mailroom and meeting rooms-Ensure that the front desk, all meeting rooms, and the common workspace is clean and presentable-Reserve daily or weekly meeting space requests by our members-Facilitate the receiving and distribution of all mail and packages in our office space-Coordinate with other Industrious properties to plan the visitation of our members to those locations -Gather sales information from all incoming calls to effectively communicate this information to the offsite sales team
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  • Hana
    Hospitality Associate
    Hana Dec 2020 - May 2021
    -Monitor the micro market to ensure that all snacks and beverages are constantly stocked and organized-Gather sales information from all incoming calls in order to effectively communicate this information to the offsite sales team-Onboard all new members through filing paperwork and adding them into our systems-Ensure that the front desk, all meeting rooms, and the common workspace is clean and presentable-Organize all incoming member mail and packages
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  • Marriott International
    Guest Connection/Voyage Manager
    Marriott International Jan 2020 - Dec 2020
    Plano, Tx, United States
    -Prepare daily amenities and great experiences for incoming guests traveling with Marriott’s rewards program-Manage housekeeping staff of 13 to ensure our 149 room hotel is constantly held to Marriott’s top cleanliness standards-Lead front desk associates of six in checking in and out all hotel guests while providing top customer service-Ensure that property's weekly payroll is completed-Supervise the two bistro workers to maintain the professional bistro and market atmosphere and service-Count the on-property bank daily to verify that it is constantly balanced-Pay invoices for different property utilities through the use of a purchasing card and through the Peoplesoft application
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  • Chick-Fil-A-Franchise
    Intern/Team Member
    Chick-Fil-A-Franchise May 2019 - Nov 2019
    South Cooper
    -Responsible for understanding and engaging with various in store positions.-Focused on providing 5-star service through anticipating and giving all customers their in store needs.-Learned about management through weekly discussions with Executive Directors of different Chick-fil-A’s.
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  • Dallas Baptist University
    Financial Aid Student Worker
    Dallas Baptist University Sep 2018 - May 2019
    Grand Prairie
    -Gave and received phone calls to explain to DBU students or parents how to apply for and obtain financial aid at the school Dallas Baptist University.-Organized files and notified supervisor when student’s have received their proper paperwork.-Discussed with students and parents at the front desk information about scholarships and other paperwork.
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  • Pine Cove
    Pine Cove Camp Counselor
    Pine Cove May 2018 - Jul 2018
    Columbus, Texas
    -Managed 8 elementary age kids each week, lead them to events in a punctual manner, and helped set up and tear down the camp area each day.
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  • Child Evangelism Fellowship Inc.
    Cef Intern
    Child Evangelism Fellowship Inc. Jan 2017 - Jul 2017
    Plano, Texas
    -Recruited high school workers for the summer -Assisted in coordinating and executing weekly camps with approximately 20 grade school kids each week of the summer
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  • Woodcreek Church
    Middle School Intern Leader
    Woodcreek Church Jun 2016 - Sep 2016
    Richardson, Texas
    -Planned and lead at least two weekly middle school events.-Led discussions and games with approximately 40 middle school students each week.-Notified parents of upcoming events and important info regarding the Middle School Youth Group.
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  • Plano Sports Authority
    Taekwon Do Assistant Instructor
    Plano Sports Authority Apr 2014 - Sep 2016
    Plano, Texas
    -Instructed kids in a variety of Taekwondo techniques and self-defense moves.-Explained various class plans and pricing to potential customers.-Led Taekwondo classes whenever the main instructor needed someone to fill in.
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  • Costco Wholesale
    Food Court & Cashier Employee
    Costco Wholesale May 2014 - Aug 2014
    Plano, Texas
    -Maintained top tier customer service by: Working the food court cash register while preparing and selling food, constantly cleaning the food court, and ensuring every customer’s needs are met.-Reacted quickly to changes; one instance is by working through various shifts with ever changing team regimes.
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Samuel Betts Education Details

Frequently Asked Questions about Samuel Betts

What company does Samuel Betts work for?

Samuel Betts works for Fidelity Investments

What is Samuel Betts's role at the current company?

Samuel Betts's current role is Client Services Specialist III.

What is Samuel Betts's email address?

Samuel Betts's email address is sb****@****ice.com

What schools did Samuel Betts attend?

Samuel Betts attended Dallas Baptist University.

Who are Samuel Betts's colleagues?

Samuel Betts's colleagues are Santhosh Marikanti, Abigail Rankin, John Bennett, Anatoliy Balanovich, Chase Wagner, Susan Chopelas, Ben Rudy.

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