Highly-motivated professional with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
Work History
Associate, Client Processing Representative I
BNY Mellon
New York, NY
12.2022 - Current
Investigates errors in shareholders accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
Implements knowledge of Traditional, Simple and Roth IRA's and Non Retirement accounts.
Assists shareholders and brokers by responding to phone, email and other inquiries regarding company products, services and procedures.
Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction.
Client Service Account Representative
Guidant Financial
Boise, ID
04.2021 - 08.2022
Managed a queue of clients and responded to their inquires within a defined time frame.
Ability to navigate large volumes of workload with autonomy while also collaborating within my team and department.
Exceeded company productivity standards on consistent basis.
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
QUALITY ASSURANCE ANALYST |
Entertainment Benefits Group -
Orlando, FL
11.2018 - 04.2020
Streamlined processes, increasing efficiency and consistency to support quality initiatives.
Implemented cost-reduction measures while maintaining consistent quality.
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)