Jasmine Rideout
McKinney,TX
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Motivated to maintain customer satisfaction and contribute to company success.
Overview
5
5
years of professional experience
Work History
Retirement Specialist
Empower Retirement
Las Vegas, NV, NV
04.2019 - 01.2024
- Manage over 50 customer calls per day. Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Kept client financial plans optimized for current market trends and economic conditions.
- Process contribution changes, withdrawals, loans and communicate critical plan updates and change.
- Collaborated on implementation of collection strategies with collections, risk and fraud teams.
Brokerage Service Representative
Prudential Financial
08.2022 - 01.2023
- Provide exceptional customer service to clients
- Understand client financial needs and provide appropriate investment recommendations.
- Conduct research on investment opportunities and provide clients with relevant information.
- Execute trades on behalf of clients in a timely and accurate manner.
- Monitor client portfolios and provide periodic updates.
- Collaborate with other members of the Prudential team to ensure that client needs are met.
Customer Service Representative
New York Life Insurance Co
Las Vegas, NV
09.2019 - 12.2022
- Entered customer interaction details in sales system to track requests, document problems and record solutions offered.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Educated over 50 clients on account services and resolved client inquiries regarding statement information and account balances.
Education
Bachelor of Science - Business Administration
University of Las Vegas, Nevada
Las Vegas, NV05.2023
Skills
- Excellent verbal and written communication skills
- Strong problem-solving and analytical skills
- Ability to work under pressure and handle difficult situations
- Excellent organizational and time management skills
- Ability to work independently and in teams
Timeline
Brokerage Service Representative
Prudential Financial
08.2022 - 01.2023
Customer Service Representative
New York Life Insurance Co
09.2019 - 12.2022
Retirement Specialist
Empower Retirement
04.2019 - 01.2024
Bachelor of Science - Business Administration
University of Las Vegas, Nevada