Bailey Goeins
Fort Riley North,KS
Summary
Highly skilled Investor Services Representative with comprehensive experience in financial services, focused on client relationship management and investment strategies. Strong communication skills, problem-solving abilities, and in-depth knowledge of financial markets make for effective collaboration across teams and departments. Past roles have demonstrated significant impact through improved client satisfaction rates and streamlined internal processes.
Overview
6
6
years of professional experience
Work History
Investor Services Representative
SS&C
Fort Riley North, Kansas
01.2024 - Current
- Researched and analyzed investment portfolios to ensure accuracy of data.
- Provided support for clients on complex transactions, such as transfers, distributions and reinvestments.
- Assisted with the development of new procedures and processes related to investor services.
- Prepared financial statements, documents, reports, and presentations in accordance with company standards.
Quality Assurance Specialist
Advanced Call Center Technologies LLC
Fort Riley North
10.2021 - 01.2024
- Developed and maintained quality assurance protocols, processes and procedures.
- Reviewed customer requirements and specifications to ensure products met standards.
- Conducted regular internal audits to identify non-conforming issues.
- Created dashboards and visualizations to monitor trends in metrics over time.
Mortgage Customer Service Representative
Advanced Call Center Technologies LLC
Fort Riley North
08.2020 - 10.2021
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided exceptional customer service to mortgage customers by responding promptly and accurately to inquiries.
Human Resources Specialist
United Stated Army
Fort Riley North
07.2018 - 08.2019
- Provided guidance to managers on disciplinary action and performance management.
- Reviewed job descriptions, identified necessary changes and updated accordingly.
- Provided admin services to keep trying of personnel at the company level
Education
High School Diploma -
Washington County Technical High School
Hagerstown, MD06-2018
Skills
- Paperwork Processing
- Data Entry
- Call Management
- Data Collection
- Inbound and Outbound Calling
- Active Listening
- Customer Relations
- Clerical Support
- Product Knowledge
Timeline
Investor Services Representative
SS&C
01.2024 - Current
Quality Assurance Specialist
Advanced Call Center Technologies LLC
10.2021 - 01.2024
Mortgage Customer Service Representative
Advanced Call Center Technologies LLC
08.2020 - 10.2021
Human Resources Specialist
United Stated Army
07.2018 - 08.2019
High School Diploma -
Washington County Technical High School
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