Dayana Salazar
El Paso,TX
Summary
Proven expertise in retirement planning and exceptional customer service, honed at Automatic Data Processing, ADP. Achieved significant process improvements, enhancing client satisfaction and operational efficiency. Skilled in Microsoft Excel and adept at financial goal setting, I excel in portfolio diversification and strategic planning, ensuring comprehensive support and guidance in financial management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retirement Services Representative
Automatic Data Processing, ADP
04.2023 - Current
- Enhanced client satisfaction by providing efficient and accurate retirement services support.
- Monitored regulatory changes affecting the industry, proactively updating internal processes as necessary to maintain compliance standards.
- Identified opportunities for process improvement within the department, resulting in reduced errors and increased overall efficiency.
- Provided financial counseling to help clients make informed decisions about their long-term savings strategies.
- Managed a portfolio of high-value client accounts, ensuring exceptional service and relationship management throughout their retirement planning journey.
Ivans Pumping Services
Accounts Payable
03.2021 - 09.2022
- Increased team productivity with effective communication and collaboration strategies.
- Managed a high volume of customer inquiries, demonstrating excellent problem-solving skills to resolve concerns quickly.
- Optimized resource allocation through effective scheduling, prioritization of tasks, and delegation of responsibilities among team members.
- Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.
Inventory Associate
Walmart
01.2018 - 10.2019
- Maintained cleanliness and organization of warehouse workspace to promote safety and accessibility for all staff members involved in handling inventory items.
- Provided accurate data entry for all received items, ensuring timely updates to the inventory database.
- Completed physical inventory counts each month.
- Assisted with training new team members on best practices in inventory control, providing guidance and mentoring for their professional development within the organization.
Education
Bachelor of Science - Accounting
The University of Texas At El Paso
El Paso, TX12-2022
Skills
- Retirement planning
- Portfolio diversification
- Financial goal setting
- Customer Service
- Microsoft Excel
Certification
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 6 License- Investment Products and Variable Contracts
Timeline
Retirement Services Representative
Automatic Data Processing, ADP
04.2023 - Current
Ivans Pumping Services
Accounts Payable
03.2021 - 09.2022
Inventory Associate
Walmart
01.2018 - 10.2019
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 6 License- Investment Products and Variable Contracts
Bachelor of Science - Accounting
The University of Texas At El Paso
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