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Wayne M. Email & Phone Number

SSU Case Manager at Fidelity Investments
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 9 work roles 2 schools
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Current company
Role
SSU Case Manager
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size

Who is Wayne M.? Overview

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Quick answer

Wayne M. is listed as SSU Case Manager at Fidelity Investments, a company with 52767 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Wayne M..

Wayne M. previously worked as Financial Associate II - Multi Product at Fidelity Investments and Accounting Finance Coordinator at Iqvia. Wayne M. holds Pending from Fordham University.

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Fidelity Investments

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Profile bio

About Wayne M.

I am a Customer Care advocate for Customer Solutions activities, My experience including Management, Sales and Collection serving business and consumer customers. I offer one point of resolution to telecommunication and program managers.I thrive on challenge and change, and I look forward to new opportunities to build positive customer relationships daily.Also my organization, Young Lions, promotes and advocates mentoring initiatives in my community.Specialties: • Six years of Sales, Retention and “up selling” experience• Two years project management.• Twelve years supervisory experience. • Seven years of experience in the credit and collections field • Ability to successfully interact with all levels of clients.• Fourteen years of experience in the Telecommunications industry.• Six years of Sales, Retention and “up selling” experience.

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Fidelity Investments
Fidelity Investments
SSU Case Manager
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
9 roles

Wayne M. work experience

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Ssu Case Manager

Current
  • Provide an outstanding customer experience to our customer base
  • Effectively and efficiently manage assigned cases while also being able to support your peers
  • Proactively solve problems and initiate process improvement ideas
  • Explain complex scenarios to customers in a simplified approach
  • Show sensitivity to customer emotions and effectively defuse potential customer concerns
  • Consistently meet and exceed customer centric key performance indicators and SLAs
May 2022 - Present

Financial Associate Ii - Multi Product

Raleigh, North Carolina, United States

Dec 2019 - May 2022

Accounting Finance Coordinator

Raleigh-Durham, North Carolina Area

  • Analyze metadata recorded in company databases, PeopleSoft and Excel macros to confirm all business transactions were accurately accounted for Purchase Order.
  • Reduce invoice Voucher Match Exceptions to increase invoice processing affecting global payment processing.
  • Work interdependently with a global team (Requestor, buyers, Procurement, system analyst, etc) to assist global vendors regarding their inquiries.
Jul 2017 - Dec 2019

Collections Advisor, Wholesale Claims & Collections

Raleigh-Durham, North Carolina Area

Manage a specific customer set by providing excellent customer service while also minimizing bad debt* Contact customers on past due amounts, obtain commitments for payment while working with the customer on billing disputes with the assistance of Sales, Legal and Regulatory as required* Responsible for pro-actively contacting and collecting past due.

Feb 2015 - Jul 2017

Bank America Financial Services, Sales Support, Customer Service Rep, Agriculture Practice Teams

Morrisville NC

Communicate the benefits and features of our client’s products, while engaging in conversational discussions about their farming or banking practices via phoneAct as our client’s advocate and representative, delivering accurate information, excellent service and addressing concerns as appropriateMaintain a positive customer experienceSeek out and identify.

Oct 2012 - Feb 2015

Implentation Project Manager

Raleigh-Durham, North Carolina Area

Customer care advocate for all Care activities serving our business customers. Offers one point of resolution to telecommunication managers and program administrators of these accounts, from customer acquisition through billing activation across the product portfolio. Position exists to enhance our service strategy with these customers; overall function is.

Sep 2007 - Feb 2011

Sales Supervisor - Retail Channel

Brooklyn NY, Queens NY, Nanuet NY

Assign employees to specific duties.Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.Enforce safety, health, and security rules.Establish and implement.

May 2004 - Sep 2006

Sales & Call Center Sup, Corp Accounts Sales Associate, Lead Coordinator, Customer Care, Collections

Greater New York City Area

  • Supervised a retail sales team and successfully met and exceeded sales and retention objectives by 140% of sales.
  • Established the $200k, $300k and Million dollar Club awards and the Highest Percentage of "Promises Kept" Award to recognize and incentivize Verizon Wireless Collection Specialist performance on a monthly basis.
  • Acted as a liaison to Verizon Wireless Executive Appeals, Direct/Indirect Sales and Customer Service.
  • Supervised as many 14 - 21 collections reps to coordinate efforts in resolving problems, making payment arrangements of outstanding accounts.
  • Provided excellent customer service and resolved complex issues while maintaining Customer privacy (CPNI) in one call.
  • Appointed to assist Verizon Wireless I.S. Dept. with the Wallingford, CT. (Northeast division office) systems conversion
Jul 1994 - Sep 2006

Supervisor Call Center - Customer Financial Services/Collection

  • Implement, and evaluate team training and development programs, customer service initiatives, and performance measurement criteria.
  • Training CFS Representative to use Active Listening skills
  • Coach CFS representatives to locate and notify customers of delinquent accounts by telephone to solicit payment.
  • Coach CFS representatives to how advise customers of necessary actions and strategies for debt repayment according to VZW policy and to Answer customer questions regarding problems with their accounts.
  • Coach CFS representatives to arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
  • Monitor employees to provide guidance in handling difficult or complex problems and in resolving escalated complaints or disputes.
Jun 1999 - May 2004
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2 education records

Wayne M. education

FAQ

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What company does Wayne M. work for?

Wayne M. works for Fidelity Investments.

What is Wayne M.'s role at Fidelity Investments?

Wayne M. is listed as SSU Case Manager at Fidelity Investments.

Where is Wayne M. based?

Wayne M. is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Fidelity Investments.

What companies has Wayne M. worked for?

Wayne M. has worked for Fidelity Investments, Iqvia, Frontier Communications, Technekes Llc, and Sprint.

Who are Wayne M.'s colleagues at Fidelity Investments?

Wayne M.'s colleagues at Fidelity Investments include Niranjan Sreeharsha Nanduri, George Stevens, Alexis Kennedy, Adam Bellamy, and Julia Barbosa.

How can I contact Wayne M.?

You can use AeroLeads to view verified contact signals for Wayne M. at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Wayne M. attend?

Wayne M. holds Pending from Fordham University.

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