Client Service Manager@ Fidelity Investments
Cincinnati, Ohio, United States
James Cropper
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Northern Kentucky University
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Tell me more about James Cropper?
FlashIntel GPTJames Cropper is a highly experienced problem solver with over 15 years of 401k record keeping and investment industry experience. He is passionate about helping people achieve financial independence by reversing the savings gap one saver at a time. Currently, he works as a Client Service Manager and Client Operations Specialist at Fidelity Investments in Boston, Massachusetts. James has also held positions at DICK'S Sporting Goods and GE Financial. He is dedicated to helping millions of individuals achieve their financial goals.
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Emails and Phone Numbers
About
I am a motivated problem solver with over 15 years of 401k record keeping and investment industry experience. I love what I do because every day I get to help people achieve financial independence by reversing the savings gap one saver at a time. My current role affords me a platform to help hundreds of thousands of people achieve there financial goals.
Work Experience
Client Service Manager
Client Operations Specialist
Retirement Investment Specialist
Customer Support Specialist
Financial Services
James Cropper's Professional Milestones
- Retirement Investment Specialist (2001-07-01~2008-03-01): Successfully executed and secured lucrative retirement investments, mitigating financial risks and increasing client satisfaction.
- Client Service Manager (2011-10-01~): Provided exceptional client service to enhance customer satisfaction and loyalty.
Education
Business Administration,
Business Management,
Management,
Marketing,
Business Administration And Management,
Bachelors,
Bachelor Of Science
1997-2001Skill
401k
Retirement
Personal Financial Planning
401k Rollovers
Roth Ira
Investment Management
Payroll Conversions
Data Analysis
Series 7
Retirement Planning
Financial Planning
Asset Allocation
Investments
Customer Service
Team Building
Flexible Spending Accounts
529 Plans
Health Savings Accounts
Lean Management
Cpm Scheduling
Six Sigma
Ceridian Payroll System
Adp Payroll
Data Feeds
Certification
Colleagues
Ron Darwin
investment advisor representative and business owner
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Other Named James Cropper
Frequently asked questions
We found 2 James Cropper's email addresses
We found 4 James Cropper's phone numbers
James Cropper's social media include: Linkedin,
James Cropper works for Fidelity Investments
James Cropper's role in Fidelity Investments is Client Service Manager
James Cropper works in the industry of Financial Services
James Cropper's colleagues are Ron Darwin,John Grdina,Steve Boyd
James Cropper's latest job experience is Client Service Manager at Fidelity Investments
James Cropper's latest education in Northern Kentucky University
