Jonathan Lucier
Marketing Analytics Graduate From Fairfield University | Fidelity Investments Financial Customer Associate II - Tax Exempt
- Role
- Financial Customer Associate at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jonathan Lucier
I recently graduated from Fairfield University with a Masters of Marketing Analytics and…
Experience
Financial Customer Associate
May 2024 — Present · Smithfield, RI, US
Tracked and analyzed customer feedback to continually improve service delivery, leading to a measurable increase in client satisfaction and retention.• Built and maintained strong client relationships through active communication and personalized financial guidance, leading to a 95% satisfaction rate.
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