
Customer operations leaders with 8+ years of training, knowledge management, documentation, data accuracy, and cross-functional coordination. Known for improving processes, building effective systems, and supporting teams through strong planning, problem-solving, and service-oriented communication.
• Ensured that above-and-beyond customer service was delivered at all times through phone, email, live chat, and SMS and made sure that we met our Service Level Agreements (SLAs)
• Monitor daily interactions between Advisors and customers
• Review performance and communicate feedback to Advisors on a regular basis
• Contribute ideas related to how we can improve our service and streamline our processes