Rukmani Shah

Financial Customer Associate @Fidelity Investments

Merrimack, NH, US

Help customers set up and manage their 401(k) accounts, including contributions, indicative data and beneficiary updates.• Process transactions like withdrawals, rollovers, and loans from 401(k) accounts.• Ensure that clients are meeting contribution goals and compliance with 401(k) regulations.• Respond to customers’ inquiries regarding 401(k) plans, investment options, and retirement-related questions.• Assist customers in resolving account issues, such as errors or discrepancies.• Help customers feel more confident, make clearer decisions, and achieve their own financial dreams.