Driven and detail-oriented professional with extensive experience at Vanguard/Infosys in customer service and financial product knowledge. Excelled in building client relationships and enhancing customer engagement through effective communication and problem-solving abilities. Demonstrated adaptability and a goal-oriented mindset, significantly improving team efficiency and compliance standards.
Responded to email inquiries from 401(k) plan participants regarding their accounts and handled their complaints.
Helped answer incoming phone calls from 401(k) plan participants assisting them with their account inquiries.
Created account correspondence letters requested by 401(k) plan participants and emailed or mailed the letters to them.
Emailed or mailed account documents requested by 401(k) plan participants.
Facilitated and organized team meetings.
Helped create effective presentations for training purposes.
Trained phone associates on our team's departmental procedures and created job aides to assist them what they learned.
Assisted Supervisors and Problem Resolution Associates with expediting priority requests in a timely manner.
Was a vital Go-To person in the department for answering questions due to my knowledge and expertise gained over the years of working in the same role.
Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
Education
High School Diploma -
Upper Dublin High School
Fort Washington, PA
06.1983
Skills
Customer service and support
Customer Engagement
Relationship Building
Goal-oriented mindset
Financial product knowledge
Relationships and rapport
Regulatory Compliance Knowledge
Continuing Education Commitment
Technological proficiency
Risk Assessment and Management
Client Relationship Building
Customer Support
Telephone reception
Staff Training
Performance Improvement
Systems and software expertise
Analytical Skills
Idea Development and Brainstorming
Process Improvement
Professional Demeanor
Written Communication
Adaptability
Continuous Improvement
Time management abilities
Interpersonal Communication
Professionalism
Goal Setting
Analytical Thinking
Interpersonal Skills
Self Motivation
Team building
Task Prioritization
Decision-Making
Adaptability and Flexibility
Effective Communication
Active Listening
Organizational Skills
Excellent Communication
Reliability
Multitasking Abilities
Problem-solving abilities
Attention to Detail
Time Management
Customer Relations
Data entry proficiency
Client Service
Market intelligence
Teamwork and Collaboration
Certification
Series 6 and 63 licenses with FINRA (Credential ID 3076179)- issued August 1999 expiring October 2025
Outpatient Administrative Specalist at SUNY Upstate Medical University HospitalOutpatient Administrative Specalist at SUNY Upstate Medical University Hospital