Mercy Waller
Financial Customer Associate II at Fidelity Investments | Cincinnati, Ohio, United States
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Mercy Waller currently serves as a Financial Customer Associate II at Fidelity Investments, where she plays a vital role in supporting the financial well-being of clients, particularly those participating in employer-sponsored retirement plans. In this capacity, Mercy specializes in servicing tax-exempt employees, ensuring they receive comprehensive assistance with money movement, account enrollments, contributions, and ongoing account maintenance. Her expertise in navigating complex retirement plan features allows her to provide tailored guidance that helps clients optimize their savings strategies and achieve their long-term financial goals.
Drawing on her background in sales and marketing, Mercy excels in building strong client relationships through empathetic communication and proactive problem-solving. She consistently exceeds performance metrics by delivering exceptional customer service via phone and chat channels, demonstrating her commitment to client satisfaction and operational excellence. Her ability to resolve conflicts efficiently and her deep understanding of financial products empower her to educate clients effectively, fostering confidence and trust in Fidelity’s services.
Mercy’s role also involves collaborating with cross-functional teams to streamline processes and enhance the client experience. Her keen attention to detail and analytical skills enable her to identify opportunities for process improvements, ensuring that clients receive timely and accurate support. With her passion for empowering individuals through financial literacy, Mercy Waller continues to contribute significantly to Fidelity’s mission of helping clients build secure financial futures. Her expertise in retirement plan servicing, combined with her strong interpersonal skills, makes her a valuable asset in delivering personalized, compliant, and impactful financial solutions.
Financial Customer Associate II at Fidelity Investments in December 2022 to Present
Business Development Representative at Paycor in August 2021 to April 2022
Customer Service Advocate at Target in May 2019 to August 2021
Summer Intern at Humana Inc. in June 2016 to August 2017
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Tuskegee University, Sales and Marketing, October 2026
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Sales
Marketing
Conflict Resolution
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Discover more about Fidelity InvestmentsWhat is Mercy Waller email address?
Email Mercy Waller at [email protected]. This email is the most updated Mercy Waller's email found in 2026.
What is Mercy Waller phone number?
Mercy Waller phone number is 5137124775 and 5135263335.
How to contact Mercy Waller?
To contact Mercy Waller send an email to [email protected]. If you want to call Mercy Waller try calling on 5137124775 and 5135263335. (updated on January 09, 2025)
What company does Mercy Waller work for?
Mercy Waller works for Fidelity Investments
What is Mercy Waller's role at Fidelity Investments?
Mercy Waller is Financial Customer Associate II
What industry does Mercy Waller work in?
Mercy Waller works in the Computer Software industry.
Mercy Waller Email Addresses
Mercy Waller Phone Numbers
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