Fabio David Paz
Ruskin,FL
Summary
Account Service Specialist with expertise in setting up and maintaining Chase Connect client account entitlements. Proven track record of enhancing client experiences by ensuring seamless access to accounts and products. Collaborates effectively with implementation and client service teams, while also partnering with Product Support to resolve entitlement issues efficiently. Committed to delivering exceptional service and continuous improvement in client account management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Data Analyst
JP Morgan Chase
Tampa, FL
12.2021 - Current
Responsible for actioning client setup, maintenance, token distribution, and entitlement requests for Chase Connect Online.
- Handled monthly intake of 200+ Chase Connect entitlement requests from TSDM, Unity, and email communications.
- Finalized profile maintenance by revising and approving legal documents.
- Handled the final onboarding stage by setting up client profiles and issuing RSA tokens.
- Maintained superior client satisfaction by resolving escalations efficiently.
- Addressed difficult concerns alongside Client Service and Product Support departments.
- Streamlined operations through the adoption of Alteryx for workflow enhancement.
Job Coach Merchant Services Technical Support
JP Morgan Chase
01.2019 - 01.2022
- Served as designated two-tier support, expertly managing premium service merchant clients and addressing the most complex inquiries and calls
- Delivered on-the-job coaching and training to 10 assigned agents daily, serving as the first point of contact for agent queries during calls and escalations
- Collaborated with product support to create weekly communications for agents, detailing key policy changes and troubleshooting techniques
Sr. Specialist I. Auto Customer Service (Bilingual-Spanish)
JPMorgan Chase Bank
01.2017 - 01.2019
- Managed an average of 30+ customer inquiries, providing expert payment assistance and guiding new clients on Chase.com self-service features
Education
AA - Liberal Arts
Hillsborough Community College
06.2026
Skills
- Client Relationship Management
- Operations Workflow Optimization
- Cross-Functional Team Collaboration
- Leadership
- Problem Solving
- Data Visualization
- Microsoft Office Suite Proficiency
- Data analysis
Certification
General knowledge badge from Alteryx and currently working towards obtaining full Certification
Accomplishments
- Spearheaded the management of token expirations for commercial clients, ensuring precise data cleansing and preparation for significant bulk uploads.
- Successfully coordinated the distribution of replacement tokens to 1,500 clients, enhancing client satisfaction and operational efficiency.
- Collaborated with an Alteryx master coach to refine a daily Alteryx workflow, optimizing the collection of client information and integrating with a FedEx database to print shipping labels efficiently. This initiative improved data accuracy and streamlined logistics operations.
Timeline
Client Data Analyst
JP Morgan Chase
12.2021 - Current
Job Coach Merchant Services Technical Support
JP Morgan Chase
01.2019 - 01.2022
Sr. Specialist I. Auto Customer Service (Bilingual-Spanish)
JPMorgan Chase Bank
01.2017 - 01.2019
AA - Liberal Arts
Hillsborough Community College