Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Associate Specialist for FINRA Support Center
FINRA
02.2000 - Current
Acting as a liason and overseer of FINRA Shop for over 10 years
Responding to inquiries, reviewing requests for member firms and other customers to confirm accuracy, completeness and compliance
Delivered energetic responses to customers by telephone, going above and beyond to serve needs.
Open CRM cases quickly, and accurately taking concerns from incoming calls.
Developed strong rapport with customers and created positive impression of business.
Use critical problem solving skills to create cases, provide solutions and/or reroute calls to accurate departments for further review
Working closely in collaboration with TCE, Research, Entitlement, Doc Services and other departments