Search Resume Examples

Fidelity Investments - Case Manager Resume Example

Customize this Resume
Alexa Coleman
XXXX XXXXXX XX, Justin, TX 76247
Service-oriented Case Manager with more than 7 year background in Defined Contributions Workplace Investing. Core competencies include strong customer service, analytical, and organizational skills as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.
Case Manager May 2012Present Fidelity Investments Westlake, TX
  •  Provide record keeping account research and analysis related to service recoveries through a standardized process resulting in plan and participant account remediation, with a focus on improving future service delivery, overall quality, and mitigating risk.
  • Responsible for the DC plan case life cycle which includes: facilitating discovery meetings with stakeholders and business partners, drafting communication strategies and documentation, organizing and executing research tasks resulting in plan and participant identification, and the development of remediation strategies to cure the issue in full.
  • Regularly use judgment and makes decision in accordance with  firm policy and procedures, mitigate firm risk, and deliver projects having an impact on individual, team, and firm performance. 
  • Communicate effectively with internal business partners, plan sponsors and participants through both written and oral means.
  • In-depth/advanced knowledge of the DC record keeping systems as well as broad knowledge of the DC business functions, applications, and industry regulations, to ensure remediation strategies satisfy business and client needs.
  • Attend meetings, seminars and programs to learn about new products and services.
Problem Resolution Specialist IV Apr 2007Present Fidelity Investments Westlake, TX
  • Researched and corrected plan or company errors on a participant level basis. The errors corrected included missed or incorrect contributions, then progressed to exchanges and transfers.
  •  In October 2008, was promoted to the newly created plan level team. This team was implemented and designed to take on large scale corrections that were more complex. The errors corrected included missed or incorrect contributions, fees, loans, withdrawals, transfers, and exchanges.
  • Adhered to the retirement account rules, regulations and guidelines set forth by the IRS, SEC, ERISA, Volume Submitter and Individually Designed Plan Documents.
  • Contacted and worked directly with our client's Plan Sponsors to resolve issues quickly and accurately.
  •  Assisted new hires and less tenured colleagues with processing/procedural questions.
Customer Service Associate II Retirement Sep 2004Apr 2007 Fidelity Investments Westlake, TX
  • Joined a brand new Customer Service team for Health & Insurance services in the Westlake location for the first 5 months of employment.
  • Afterwards, moved on to bring in Human Resources and Payroll to Westlake as well for our newly acquired Bank of America client.
  • Moved to the retirement side of the business, going into Defined Contributions in October 2006.
  • Conferred daily with customers by telephone in a fast paced environment to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Provided prompt execution of customer requests.
  • Assisted customers with Employer Sponsored 401K, Health & Insurance, and Human Resources and Payroll questions.
  • Educated on 401K account options, Health & Insurance products and services, Human Resource policies, and Payroll timekeeping and distribution.
  • Assisted the business in retaining assets by moving Employer Sponsored accounts over to individual accounts on the Personal Investing side.
Bachelor of Science : Accounting May 2008 University of Texas Arlington, TX
Associate of Applied Science Dec 2004 McLennan Community College Waco, TX
Diploma May 1994 Naaman Forest High School Garland, TX
Love this resume? Customize this Resume

Resume Details

This is a real resume for a Case Manager in Justin, Texas with experience working for such companies as Fidelity Investments. This is one of the hundreds of Case Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Case Manager resume.

Previous Companies:

  • Fidelity Investments

Previous Job Positions:

  • Case Manager
  • Problem Resolution Specialist IV
  • Customer Service Associate II Retirement


  • University of Texas
  • McLennan Community College
  • Naaman Forest High School

Level of Education:

  • Bachelor of Science
  • Associate of Applied Science
  • Diploma

The Easiest Way to Create a Professional Resume.

Create a job-winning resume in minutes.

create your resume

Similar Resumes

View More

EC Teacher

Statesville, North Carolina

Companies Worked For:

Iredell Statesville Schools Scotts Elementary Scho...

Case Manager

Murfreesboro, Tennessee

Companies Worked For:

AIG, Lexus of Cool Springs

Case Manager

Tekonsha, Michigan

Companies Worked For:

Summit Pointe Community Mental Health for Calhoun...

Direct Care Counselo...

Brooklyn, New York

Companies Worked For:

CP Associates of New York state, Just People Inc,...

Mental Health

Wynantskill, NEW YORK

Companies Worked For:

Unity House of Troy, Value Options Beacon Health,...

Substance Abuse Coun...

Wichita, Kansas

Companies Worked For:

Higher Ground, Salvation Army, Sedgwick County COM...

RN case manager

Burkburnett, Texas

Companies Worked For:

Saint Francis medical center, United Regional Hosp...

Certified Clinical D...

Clearwater, Florida

Companies Worked For:

Morton Plant Mease Healthcare, United Health Care,...

Get Started on Your Job-winning Resume Today!

Get all the help you need to create a professional resume in minutes. Includes thousands of pre-written examples for hundreds of jobs.

create your resume
Get Started on Your Job-winning Resume Today!