Tavion Yorke Goins
Morrisville
Summary
Forward-thinking Customer Relationship Advocate with drive for excellence and proactive approach to client interactions. Adept at building strong, positive relationships and resolving client concerns with articulate communication and confident demeanor. Consistently seeks innovative ways to enhance customer satisfaction and loyalty. Known for assertive problem-solving and commitment to achieving outstanding results in customer service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Support Specialist
Fidelity Investments
10.2025 - Current
- Resolved client inquiries regarding investment products and account management, enhancing overall customer satisfaction.
- Collaborated with cross-functional teams to streamline support processes, improving response times for client requests.
- Provided training and mentorship to new team members, fostering a supportive work environment and knowledge sharing.
- Analyzed customer feedback to identify trends, driving improvements in service delivery and client experience.
- Collaborated closely with cross-functional teams to ensure comprehensive resolutions for clients'' concerns.
- Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Managed multiple tasks simultaneously, ensuring all deadlines were met without compromising quality standards.
Customer Relationship Advocate
Fidelity Investments
06.2023 - 10.2025
- Collaborated with other departments to ensure customer satisfaction.
- Maintained detailed records of customer interactions and transactions with accurate documentation.
- Provided exceptional customer service to internal and external customers by promptly responding to inquiries, resolving complaints, and providing accurate information.
- Adhered to established processes and procedures while handling sensitive customer information securely and confidentially.
- Identified opportunities for process improvements that resulted in increased efficiency and productivity.
Surgical Technician
Absolute Dental Services
01.2022 - 06.2023
- Working alongside doctors in the planning and execution of Synergy cases
- Working knowledge of every step of the dental restoration process
- Including, planning, designing, 3D printing, and finishing
- Attending and assisting in surgeries where cases are completed and surgically implanted into patients
- Assembled sterile and non-sterile equipment and adjusted and checked to verify proper functioning.
- Conducted inventory of instrumentation and supplies used during surgeries.
- Successfully completed assignments within specified timeframes while prioritizing multiple tasks simultaneously.
Intern
Durham County Sheriff's Office
05.2021 - 07.2021
- Investigated and reported accidents, dangerous activities, and other hazardous conditions
- Monitored commercial and residential properties for security
- Assisted officers with non-emergency duties
- Operated computer software to access law enforcement reports, write up reports and send emails
- Answered calls and evaluated the situation for emergency and police services within 5 minutes
- Gained experience, exposure and knowledge of career-specific procedures and systems.
- Trained in different positions and worked with variety of personnel.
Education
Bachelors - Criminal Justice, Drug and Alcohol Studies
East Carolina University
Skills
- Communication
- Problem Solving
- Time Management
- Creativity
- Leadership
- Quick Learner
- Teamwork and collaboration
- Customer service excellence
- Interpersonal and written communication
- Client relationship building
- Empathy and patience
- Support inquiry assistance
Certification
- SIE
- Series 63
- Series 7
Timeline
Client Support Specialist
Fidelity Investments
10.2025 - Current
Customer Relationship Advocate
Fidelity Investments
06.2023 - 10.2025
Surgical Technician
Absolute Dental Services
01.2022 - 06.2023
Intern
Durham County Sheriff's Office
05.2021 - 07.2021
Bachelors - Criminal Justice, Drug and Alcohol Studies
East Carolina University
AWARDS
MVP Award October 2024, Metrics Initiative Winner January 2025, MVP Award March 2025, MVP award September 2025