Christian Ito
Service Support Specialist @Fidelity Investments
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WORK HISTORY
Service Support Specialist @Fidelity Investments
Greenwood Village, CO, US
Tasked to solve complex problems for Fidelity Personal Investing associates and Fidelity clients in the areas of investment account maintenance, new accounts, monetary transactions and transfer of assets (ACAT, Non-ACAT, DRS, DWAC). Manage a case book of short-term and medium-term requests in the aforementioned fields with a heavy focus on transfers of assets receipts and deliveries (ACAT and non-ACAT). Collaborate directly with clients to understand and meet their needs while staying organized to efficiently complete multiple cases at a time. Expert on Fidelity forms and the requirements. Facilitate the communication between Fidelity clients and operations associates, taking ownership of requests and ensuring successful resolutions via clear communication.
EDUCATION
University of Colorado Boulder
Bachelor of Business Administration - BBA, Accounting and Finance
ABOUT CHRISTIAN ITO
Senior Service Support Specialist at Fidelity Investments based in Denver, Colorado. 2020 graduate from the Leeds School of Business at the University of Colorado Boulder achieving a Bachelor\'s degree in Business Administration with emphases in Accounting and Finance. Licensed Series 7 and 63 associate.
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