Karine Pereira
Financial Customer Support @Fidelity Investments
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WORK HISTORY
Financial Customer Support @Fidelity Investments
Smithfield, RI, US
Assist clients with inquiries related to 401(k) accounts, providing guidance on retirement planning and account management- Process financial transactions, including contributions, withdrawals, and transfers, ensuring compliance with regulations- Resolve client concerns and enhance the customer experience by offering timely, effective solutions- Collaborate with team members to improve service quality and engage in professional development activities.
EDUCATION
Universidade Vila Velha - UVV
Bachelor’s Business Management, Business Management
Faculdade Hub
Master of Business Administration - MBA, Asset Allocation and Capital Markets
ABOUT KARINE PEREIRA
With a proven background in financial services, business operations, and administrative…
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