Destiny Huaman

Scottsdale,AZ

Overview

years of professional experience

Merrill Edge

Chandler, AZ

08.2024 - Current

Handles 20+ inbound calls daily assisting clients with investment account service needs
Educates clients on various investment vehicles, including stocks, mutual funds, and retirement accounts to empower informed decision making
Collaborates with cross-functional teams to resolve client account issues and ensure seamless service delivery
Achieves a 95% client satisfaction rate monthly by addressing inquiries and providing a personalized client experience

JPMorgan Chase

Tempe, AZ

05.2021 - 05.2024

Handled 30+ client interactions daily, resolving customer complaints and disputes related to credit card accounts
Analyzed client needs to recommend suitable credit card products and benefits
Provided training to team members on credit card system and effective communication strategies
Analyzed customer feedback data to identify areas for improvement, implementing changes as needed to enhance the overall client experience.

Fidalsa Holidays

Alicante, Spain

05.2023 - 07.2023

Supported an international team in analyzing company data for enhanced decision making in company campaigns
Conducted market research to identify trends, market analysis, and customer preferences
Assisted with copyright creation and marketing channel content
Utilized SEO strategies to drive a measurable increase in website traffic and enhance online visibility

Arizona State University

Tempe, AZ

05-2023

Data Management: Microsoft Office Suite, Data Analysis, SQL, Tableau, CRM systems

Spanish

Native or Bilingual

Merrill Edge

08.2024 - Current

Fidalsa Holidays

05.2023 - 07.2023

JPMorgan Chase

05.2021 - 05.2024

Arizona State University