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Shyanne James is listed as Finance Consultant | Data Analytics | Data Entry at Fidelity Investments, a with 52767 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Shyanne James.
Shyanne James previously worked as Multi Product Financial Consultant II at Fidelity Investments and Financial Consultant I at Fidelity Investments.
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At Fidelity Investments, my role as a Multi Product Financial Consultant II revolves around interpreting data to ensure the integrity and security of client accounts. My proficiency with Focuspoint, DBCS, and DCW empowers me to handle intricate account activities and enrollment processes efficiently.With a forte in CRM, I have a proven track record in nurturing customer relationships and leveraging sales and marketing strategies to meet clients' financial objectives. As part of a dynamic team, we strive to deliver exceptional client service, reinforcing trust and satisfaction in our financial consultations.
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Durham, North Carolina, United States
Analyzed and interpret file feed data and conducted carrier updates with data populatedfrom accounts.• Monitored accounts for security breach alerts and utilized system for accountauthentication.• Proficient in Focuspoint, DBCS and DCW used to track account activity and enter data to processenrollment elections.• Dually skilled to assist with multiple products while maintaining integrity and security of participant
Durham, North Carolina, United States
Conferred with customers to assess market fluctuations and correct account issues.Maintained energy and enthusiasm in Fast paced environment.Demonstrated respect, Friendliness, and willingness to help wherever needed.Understood and processed distributions from retirement accounts through employersponsored plans using client specific plan process.Understood and explained tax implications regarding distributions from employersponsored retirement account.Used software provided to analyze accounts and recognize trends and report daily activity.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Sham Ganglani
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States
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Jaden Elsinger
Colleague at Fidelity InvestmentsGreater Burlington Area, United States
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Anitha S.
Colleague at Fidelity InvestmentsUnited States
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Jania Bonds
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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Kaushik Ramamurthy
Colleague at Fidelity InvestmentsUnited States
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Theodore Pepe
Colleague at Fidelity InvestmentsBillerica, Massachusetts, United States
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Mike Teed
Colleague at Fidelity InvestmentsRoanoke, Texas, United States
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Eskinder Seyoum
Colleague at Fidelity InvestmentsLewisville, Texas, United States
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Hannon Thorn
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
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Viola Hubert
Colleague at Fidelity InvestmentsNew London County, Connecticut, United States
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Quick answers generated from the profile data available on this page.
Shyanne James works for Fidelity Investments.
Shyanne James is listed as Finance Consultant | Data Analytics | Data Entry at Fidelity Investments.
Shyanne James is based in Raleigh, North Carolina, United States while working with Fidelity Investments.
Shyanne James has worked for Fidelity Investments, Costello Real Estate & Investments, Verizon, and Charter Communications.
Shyanne James's colleagues at Fidelity Investments include Sham Ganglani, Jaden Elsinger, Anitha S., Jania Bonds, and Kaushik Ramamurthy.
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