Andrew Block
Darmouth
Summary
Results-driven professional with a solid foundation in financial analysis and data interpretation. Proven ability to assist clients with account inquiries while collaborating with cross-functional teams to enhance user experience.
Overview
6
6
years of professional experience
Work History
Financial Associate
Fidelity Investments
Smithfield
07.2022 - Current
- Assisted clients with account inquiries and transaction processing, enhancing client satisfaction.
- Resolved escalated customer complaints with empathy and professionalism, improving client retention.
- Delivered timely customer service to resolve complaints, contributing to a positive customer experience.
Client Support Specialist
MEDITECH
Canton
10.2021 - 03.2022
- Provided timely support to clients using MEDITECH's electronic health record systems.
- Troubleshooting, researching, and solving customer software and system problems
- Collaborated with cross-functional teams to enhance user experience and satisfaction.
Internship Student
Canby Financial Advisors
Framingham
03.2020 - 09.2020
- Prepared financial documents for client meetings, enhancing clarity for client discussions.
- Organized and maintained client files and documentation accurately.
- Composed school reports and reflections on critical skills, aiding in personal development and assessment.
Education
MBA - Business Administration
Curry College
Milton, MA05-2022
Bachelor of Arts - Business Administration
Curry College
Milton, MA05-2021
Skills
- Financial analysis
- Data interpretation
- Transaction processing
- Client relationship management
- Analytical thinking
- Detail-oriented
- Time management
Timeline
Financial Associate
Fidelity Investments
07.2022 - Current
Client Support Specialist
MEDITECH
10.2021 - 03.2022
Internship Student
Canby Financial Advisors
03.2020 - 09.2020
MBA - Business Administration
Curry College
Bachelor of Arts - Business Administration
Curry College