MICHAEL DONIUS
Raleigh
Summary
Customer-focused financial services professional with two years of experience supporting clients in a high-volume call environment. Passionate about coaching others to their full potential, and committed to developing learning initiatives that enhance our ability to deliver exceptional service.
Overview
4
4
years of professional experience
Work History
Customer Support Specialist I
Fidelity Investments
Durham
10.2024 - Current
- Provided licensed client support on Fidelity brokerage and retirement products to high-net-worth customers
- Built strong relationships with clients and enhanced client relationships with Fidelity by solving complex customer needs and empowering clients with digital solutions
- Supported client needs over chat to ensure their needs could be met in a convenient way
Customer Relationship Advocate
Fidelity Investments
Smithfield
11.2023 - 10.2024
- Spent first few months in role studying and preparing for license exams for SIE, Series 7, and Series 63
- Served as first point of contact for inbound client calls, resolving a wide range of financial service requests with accuracy and efficiency.
- Consistently exceeded call quality and satisfaction metrics in a high-volume environment.
Emerging Technology Specialist
Dell Technologies
Round Rock
06.2022 - 06.2023
- Leveraged multiple sales techniques including cold calling, LinkedIn, Salesforce, Zoominfo, and email outreach for demand generation
- Presented complex technology solutions to diverse audiences, strengthening facilitation and communication skills
- Exceeded expected KPIs with a greater than 40% convert rate and added over $2 million to Dell’s pipeline in two quarters
Server
Ninety-Nine Restaurant
Hingham
05.2021 - 08.2021
- Provided top-tier service to all patrons and diners
- Assisted management in all required areas to ensure the restaurant operated smoothly and efficiently
- Helped train new team members on service standards
Education
Bachelor of Arts - Economics with a Minor in Creative writing
College of the Holy Cross
Worcester, MA05.2022
Skills
- Communication and public speaking
- Organizational skills
- Problem solving
- Customer service
- Active listening
- Relationship management
Skills Licenses
Communication, Public speaking, Organization, Problem solving, Customer service, SIE, Series 7, Series 66
Timeline
Customer Support Specialist I
Fidelity Investments
10.2024 - Current
Customer Relationship Advocate
Fidelity Investments
11.2023 - 10.2024
Emerging Technology Specialist
Dell Technologies
06.2022 - 06.2023
Server
Ninety-Nine Restaurant
05.2021 - 08.2021
Bachelor of Arts - Economics with a Minor in Creative writing
College of the Holy Cross
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