Support the Morgan Stanley call centers for ticket requests in the Service Now system
Closed 700 Service Now tickets in 2022, and 600 tickets in 2023
Provide agent support in Avaya OneX, Connect, and Salesforce call systems
Set up new call center Agent employee phone extension profiles in Genesys and NICE systems
Create Excel reports for agent phone credentials and call data
View agent’s screens in Skype and Microsoft Teams to navigate and troubleshoot
Selected by my Managers to join the 2023 Associate Advisory Council with Upper Management
Trained two new team members
Received an Excellent 2022 Performance Review
Provided evening and weekend release and testing support
Production Support Analyst
Advanced Service Professional
01.2018 - 07.2021
Assisted external incoming call Clients with their Morgan Stanley Online accounts
Trained internal callers in Salesforce for client accounts, branch client reports, and marketing campaigns
Used 3D account system to provide callers with client update steps, navigation, and financial reports
Experience reviewing monthly statements, tax documents, and account letters
Created complex Excel spreadsheet for client, prospect, and estate valuation reports
Provided marketing support to create ads, brochures, event planning, and social media for Financial Advisors
Granted internal caller access to all systems through the Entitlements and Provisioning Request Program, for the retail branch Teller Express application
Opened and managed new production defects from branch issues and the test environment
Maintained and managed defect spreadsheet, and provided updates to Management
Provided internal customer service for the branch employees on Teller Express issues
Analyzed Teller Express ticket data daily
Contacted branch employees to discuss their reported issue
Worked closely with Development, Business Owners, and UAT on reported application issues
Created spreadsheet for Teller Express ticket data and presented to Management
Managed resolution of Priority One tickets opened by the branch call center
Facilitated bi-weekly vendor call for ongoing issue analysis, resolution, and overall process improvement
Provided weekend release and break fix testing and validation
Client Services Manager
Safeware
Dublin, Ohio
09.2014 - 06.2017
Interacted with internal Safeware stakeholders, client management, and client end user customers
Organized and facilitated weekly internal review meetings and client Quarterly Business Reviews
Provided continuous training and communication to strengthen client performance and relationships
Analyzed daily sales and errors data
Created spreadsheets and graphs, and presented to Management
Implemented Fitness Client Co-Op program resulting in a 27% increase in sales
Developed GoLive process and documentation for on-boarding new Clients which resulted in a 14%
reduction in the onboarding process, and this resulted in an “employee of the month” award
Leader of the Philanthropy Committee and organized Safeware’s May 2017 Relay for Life team
Responsible for issuing, receiving, and updating client contacts and non-disclosure agreements
Worked closely with the Accounting Department to ensure the client monthly statements had accurate balances and pricing
Business Analyst
Chase
Columbus, Ohio
10.2006 - 08.2014
Education
Bachelor of Arts Degree - Business/Organizational Communication
Otterbein College
August 1997
Timeline
Production Support Analyst
Morgan Stanley
07.2021 - 08.2023
Production Support Analyst
Advanced Service Professional
01.2018 - 07.2021
Client Services Manager
Safeware
09.2014 - 06.2017
Business Analyst
Chase
10.2006 - 08.2014
Bachelor of Arts Degree - Business/Organizational Communication