Ceila Zamora

• Coordinated transportation schedules, appointments, and educational activities in both English and Spanish for multiple children.
• Managed complex calendars, medical appointments, school communications, and daily logistics.
• Maintained detailed records while handling sensitive information with utmost discretion.
• Demonstrated exceptional organizational and problem-solving abilities to manage competing priorities.

• Addressed shareholder inquiries on account transactions and stock ownership with precision.
• Provided clear account instructions, clarifying policies, procedures, and requirements.
• Resolved complex account issues in a fast-paced environment, ensuring customer satisfaction and policy compliance.
• Maintained professionalism and accuracy in a high-pressure call center environment.
• Served as a peer coach for new employees, providing bilingual guidance and training on customer service procedures.
• Managed high-volume call handling and account transactions with accuracy and efficiency.

• Managed approximately 80 inbound customer calls daily, addressing retirement plans and account services.
• Processed retirement distributions, rollovers, contributions, and account transactions efficiently.
• Educated customers on retirement plan options and specific account requirements.
• Resolved customer concerns while ensuring compliance with company policies and regulations.
• Achieved Series 6 and Series 63 licenses to enhance professional qualifications.

• Assisted union and association members with benefits information and enrollment processes.
• Determined eligibility requirements for applicants and guided them through enrollment.
• Maintained accurate documentation and records for new applicants to ensure compliance.

• Assisted with company marketing initiatives and customer communications.

• Created and managed the company’s LinkedIn business page.

• Contributed to website updates and content improvements.

• Responded to inbound customer inquiries and administrative requests.