Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
Collected, arranged, and input information into database system.
Serviced internal and external broker accounts.
General Maintenance; money movement between accounts, assistance with online access, resetting passwords, transferring assets between Roth and IRA accounts etc.
Senior Member Service Representative
PSCU Financial Services
Remote
07.2020 - 01.2024
Demonstrated commitment to excellence in member service by consistently meeting or exceeding performance targets.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Responded to customer calls and emails to answer questions about products and services.
Reduced wait times by efficiently handling high call volumes and implementing effective time management techniques.
Leasing Consultant
Trinity Property Consultants
Starkville, MS
10.2018 - 06.2020
Delivered informative property tours to prospective residents, highlighting unique amenities and features tailored to their needs.
Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
Facilitated smooth move-ins for new residents by preparing lease agreements and coordinating logistics efficiently.
Conducted thorough market research to stay informed of current trends and competitor offerings.
Operations Specialist at Wells Fargo International Solutions Private LimitedOperations Specialist at Wells Fargo International Solutions Private Limited