Brittany Magill
Boise,Idaho
Summary
Dynamic Lead Client Servicing Analyst at Clearwater Analytics with a proven track record in enhancing customer support workflows and mentoring teams. Expert in data analysis and technical troubleshooting, I deliver customized solutions that drive client satisfaction and operational efficiency. Passionate about fostering relationships and ensuring data integrity for informed decision-making.
Overview
16
16
years of professional experience
Work History
Lead Client Servicing Analyst
Clearwater Analytics
Boise, Idaho
01.2024 - Current
- Serve as the primary point of contact for clients, providing high-quality support for software-related inquiries and financial data reconciliation
- Train and mentor junior analysts, improving team efficiency and problem-solving capabilities
- Identify and implement process improvements to enhance customer support workflows
- Collaborate with internal teams to resolve client issues and escalate concerns as needed
- Customized reports to meet specific client needs, ensuring accurate and actionable insights
- Conducted live demonstrations of the platform, highlighting key functionalities and guiding clients through optimal usage
- Validated investment data by cross-referencing it with reputable third-party market sources to ensure accuracy
- Reconciled transactions and portfolio holdings to maintain consistency and reliability in daily financial reporting
Client Servicing Analyst
Clearwater Analytics
Boise, Idaho
03.2023 - 01.2024
- Provided direct support to clients, troubleshooting software issues and ensuring timely resolutions
- Assisted with onboarding new clients, guiding them through platform functionality and best practices
- Maintained accurate documentation of client interactions and resolutions within CRM systems
- Generated customized client reports to enhance visibility into financial data and performance metrics
- Verified and cross-checked investment holdings and transactions to ensure data integrity
- Assisted in preparing and reviewing financial statements, ensuring completeness and accuracy before client distribution
Center Quality Manager
Grifols Biomat USA
03.2020 - 03.2023
- Directed and monitored processes to ensure compliance with federal, state, and company regulations
- Led internal and external audit preparation, ensuring operational compliance
- Managed and trained a team of quality associates, fostering a culture of continuous improvement
Quality Assurance Specialist
Grifols Biomat USA
01.2015 - 01.2020
- Assisted in regulatory compliance by reviewing documentation, performing audits, and ensuring adherence to SOPs
- Tracked and trended quality data to identify areas for improvement
Phlebotomist
Grifols Biomat USA
01.2012 - 01.2015
- Performed venipuncture procedures and ensured donor safety
- Provided a high level of customer service in a fast-paced medical environment
Customer Support Representative
WDS Global
01.2009 - 01.2012
- Handled inbound calls, assisting Verizon Wireless customers with billing, troubleshooting, and account management
- Provided exceptional customer service, resolving issues efficiently
Education
Bachelor of Science - Business Administration and Human Resource Management
Southern New Hampshire University
01.2022
Associate in Arts - General Studies
Southern New Hampshire University
01.2017
High School Diploma -
Kuna High School
01.2008
Skills
- Customer Service & Support
- Technical Troubleshooting
- Problem Solving
- Interpersonal Communication
- Data Analysis
- Time Management
- Adaptability
- Attention to Detail
- Proficient with Microsoft Office Suite
- Salesforce
Additional Information
Strong ability to adapt to new technologies and provide customer-centric solutions., Passion for problem-solving and ensuring seamless client experiences., Seeking to apply my customer service expertise and analytical skills to the Chat Support Associate role at Vetcove.
Timeline
Lead Client Servicing Analyst
Clearwater Analytics
01.2024 - Current
Client Servicing Analyst
Clearwater Analytics
03.2023 - 01.2024
Center Quality Manager
Grifols Biomat USA
03.2020 - 03.2023
Quality Assurance Specialist
Grifols Biomat USA
01.2015 - 01.2020
Phlebotomist
Grifols Biomat USA
01.2012 - 01.2015
Customer Support Representative
WDS Global
01.2009 - 01.2012
Bachelor of Science - Business Administration and Human Resource Management
Southern New Hampshire University
Associate in Arts - General Studies
Southern New Hampshire University
High School Diploma -
Kuna High School
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