Barbara Castillo

Responsible for servicing our internal and external clients whose business relates to Alliancebernstein mutual fund, money market and variable annuity activity. This included receipt and processing of client's requests received via physical or electronic delivery. My role supported brokers servicing our clients as well as servicing our clients directly. I also assisted with supporting the back offices of other institutions that offered our products to their clients.

• Contributed to the development of innovative research methodologies, leading to more accurate results.
• Handled sensitive information with discretion while maintaining strict confidentiality standards.
• Managed multiple tasks and met time-sensitive deadlines.

• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

• Operated cash register for cash, check, and credit card transactions.
• Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
• Enhanced customer service experience by efficiently processing purchases and returns.