Moody Center ATX’s Post

Excited to share that I've successfully completed the Customer Relationship Advocate Virtual Experience Program by Fidelity Investments on Forage! I engaged in two dynamic virtual tasks that honed my skills in providing exceptional customer support: 1️⃣ Fidelity Client Services Phone Inquiries: I had the privilege of performing the virtual task of assisting Fidelity's valued customers in their pursuit of financial dreams. Guiding them through their inquiries and helping them make informed decisions has been incredibly rewarding. 📞 2️⃣ Complex Customer Inquiries: Navigating complex inquiries on the fly has been an exhilarating challenge. It allowed me to showcase my adaptability and problem-solving skills while ensuring that clients received top-notch support. 🧠🔍 This program has equipped me with hands-on experience in fostering strong customer relationships and delivering solutions that matter. A big shoutout to Fidelity Investments and Forage for providing this immersive learning opportunity. 🙌 I look forward to leveraging these skills as I continue to grow in customer advocacy and support. Let's connect and chat about my journey or any exciting opportunities ahead! 🤝 #fidelityinvestments #forage #customerrelationships #communication #customerservice #activelistening

I'm so excited to share that I've completed the Fidelity Investments Customer Relationship Advocate Virtual Experience Program! 🥳 This program was a 💥transformational💥 experience for me. I learned so much about the different aspects of customer service, from active listening and communication to problem-solving and research. During this program, I got to step into the shoes of a Fidelity Investments team member and tackle real-world tasks that replicate the work of their Client Services team. 🤝 I was allowed to complete two practical tasks: 1- Fidelity Client Services phone Inquiries 2- Complex Customer Inquiries It was an eye-opening experience to learn how to correspond with customers and provide balanced solutions, ensuring top-notch customer experiences. 🔍 Here are some of the skills I learned in this program: 👂 Active listening 🗣️ Communication 🙋♂️ Customer service 💡 Problem-solving 🔍 Research I'm so grateful for the opportunity to have participated in this program, and I'm excited to apply the skills I've learned to my future career😊 Also, I wanna thank the program managers Jim Foley Wendy Valeri Elisa Walker #fidelityinvestments #customerservice #virtualexperience #careerdevelopment #financialservices #hr #jobs #customersuccess #associate

This is a great course to strengthen your consulting skills!

Hey Connections! I am thrilled to share that I have successfully completed the Customer Service Job Simulation at Fidelity Investments! This simulation has truly enhanced my understanding of what it takes to deliver exceptional customer service and support. I strengthened my communication and problem-solving skills, gained a deeper appreciation for the importance of empathy in customer interactions. #CustomerService #ProfessionalDevelopment #FidelityInvestments

So good seeing the amazing Anand Sekhar featured in Citywire! I've seen first-hand how Anand can engage with advisors with actionable guidance for what we hear in the field all the time – hiring quality talent is a priority but can be challenging. Check out the article: https://bit.ly/3Jz1MEp (Or give me a call if you're an advisor thinking about independence and how to leverage Anand's (and Fidelity's) depth of knowledge.)

I agree with sentiment that these traditional institutions are great places to start your career and company culture is different compared to boutique firms; the ranking could’ve have been more well rounded to include small and midsize companies. Also, I wish there were more remote roles available within the industry, especially with the current progession in technology.

All good things come to an end, and Dec 15th 2023 was my last working day of a 18+ years long journey at Credit Suisse. I very much cherished my time there. I met and collaborated with so many friendly, intelligent, competent and generous people, not only in the quant team, but also in Trading, Structuring, PC, Market Risks, Model Val, all functions of IT (not just FO IT). We do have a great collaborative culture, keen to help each other and share knowledge with each other so as to make sure we meet our objectives as a common group. CS is actually not my first job, but I called it my home precisely because of the great culture we maintained in our relatively small quant world. When I joined the Global Model and Analytics Group (GMAG) team in 2005, I was so impressed by the lack of politics, the very helpful culture, the high technical standard, the general competence of the team overall, all under the management of impressive true quant leaders. As GMAG took on different names in the following decades (Quantitative Strategies, QAT, etc), we continued to maintain the "GMAG spirit" to this year. I have witnessed and contributed to many achievements in our quant team, including a clean global library covering all asset classes, containing technologies and models easily re-usable across all our systems. In my own FX, Rates and Credit world, the QS Rates team has developed an impressive state-of-the-art yield curve technology (aka DMCF), advanced vol surface technologies, sophisticated exotic term-structure models which not only made it possible to achieve fast and high-quality pricing of first gen and vanilla exotics, but also allowed the valuation of more complex exotics within a solid risk appetite framework. I would never claim our models are perfect, far from it, but they are definitely on par, if not better in some cases, with the top players in the industry. However core fundamental models are useless without a very well designed Valuation Framework (VF) which many current and past CS quant alumni have come to view as our "bible" of product development framework. Perfect ? Of course not, but it has made it possible for us to develop the pricing of so many different product types across all asset classes and their corresponding risk-management systems. Last but certainly not least, I have witnessed the design, development and deployment of two great risk engine libraries (amusingly known as Sophie and Sofa), and the much more recent effort of consolidation onto one risk management system. Names of systems are often amusing, but the core technologies behind them are impressive, thanks to a team of incredibly high technical talents. My message here is indeed long-winded, and as all my brilliant managers at CS will tell you, I have a bad habit of writing longgggg emails! This post is no exception. 😉 To conclude this "au revoir", I feel very blessed to have had the chance to have worked in such a great environment! 🙏🙏

Having 2-year "workiversary" reflections at Wells Fargo. My aspirations were to build on all of the experience I had in embedded finance & digital payments -- essentially designing for ecosystems, while owning the experience of digital channels (which you own less of in digital payments). I had a sense that Wells had a big transformation appetite and was that ever right! It's exciting as we just celebrated moving all of our Commercial Bank and Corporate & Investment Bank clients onto our newly designed Wells Fargo Vantage platform, which we launched a little over a year after I joined. In large enterprise terms, blazingly fast. We are maturing the platform across our agile journey teams on modern technology and continuous delivery/learning. What's even more exciting is how we are able to fully align our digital transformation efforts with other transformation underway (ex. Digital Onboarding) where the power of digital isn't just a great screen but broader and aligned improvements between the people/process/data/tech that power a great digital experience. Our experience design family has been growing, as employee experience and service design are folding in to an what is already an awesome team delivering for our clients. The opportunity spaces ahead are exciting as leadership from the top down and across organizational silos are all in on our human centered design & innovation as we embrace advanced enabling technologies like AI/ML. Thinking ahead to what the next two years may look like, all that comes to mind is why I joined in the first place -- the ability to have an outsized impact in designing and driving industry leading customer experiences. Thanks Reetika, partners and my very, very awesome team -- super excited for what comes next! #awesometeam #customerexperiencedesign #uxdesign #wellsfargo #impactfulleadership

🎉 Thrilled to share that I recently completed Fidelity's virtual job simulation for "Customer Service" on the Forage platform, and it was an eye-opening experience! 👩💼💼 During the simulation, I had the opportunity to dive into the world of customer service at Fidelity, working on a project focused on managing client inquiries. This immersive experience allowed me to hone my active listening skills and develop the ability to swiftly address and resolve complex situations within a real-world context. Key highlights of my experience include: 🔍 Working on a project to manage client inquiries, which provided invaluable insights into the role of customer service at Fidelity. 💬 Practicing active listening and learning to uncover additional client needs through thoughtful questioning. 🌟 Building my capacity to personalize each interaction by demonstrating empathy and understanding of clients' life events. Participating in this program reaffirmed my passion for helping clients achieve their financial goals, and I'm eager to apply the skills I've gained to contribute meaningfully to the Customer Service Team. Through tasks like password reset and assisting clients with withdrawals, I gained practical knowledge in: 🔐 Actively listening and uncovering additional client needs. 🤝 Personalizing each conversation with empathy and acknowledgment of life events. 💻 Navigating digital resources to locate accurate information. 💡 Providing excellent customer service with confidence. 🌟This journey was all about 'Personal Growth' and 'Learning'. 🌐💡 looking forward to applying these skills and knowledge to enhance my productivity and efficiency in Data Analysis, Customer Service and Management etc. #KeepLearning Forage | Fidelity Investments #CustomerService #FidelityInvestments #Forage #FinancialServices #ActiveListening #ClientEngagement #DigitalResources #Empathy #CustomerExperience