Jason Griger

Grade/Level: SG 5/6

Business Unit: North America

• Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
• Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
• Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
• Work with cross-functional teams to identify and address challenges during the launch of new training and pilot programs, ensuring successful implementation.
• Serve as a key communicator between the team and upper management, ensuring alignment on goals and sharing vital information through team meetings, stand-ups, and individual discussions.

Grade/Level: SG 4

Business Unit: North America

• Underwent training to learn the duties and responsibilities associated with a Team Leader position.
• Prepared and presented training materials to update teams on company-wide system and process changes.
• Efficiently guided Customer Service Representatives (CSRs) to relevant information and resources within chat support, enabling them to effectively address customer inquiries.

• Grade/Level: SG 3/4
• Business Unit: North America
• Resolved technical issues for customers by utilizing comprehensive knowledge of company products and services.
• Enhanced customer satisfaction by providing timely and accurate responses to inquiries through email and chat support.
• Collaborated with team members to share best practices for handling complex inquiries and improving overall performance.
• Provided feedback on common user issues, collaborating with cross-functional teams on potential improvements for future releases or updates.
• Reviewed and updated all email and chat templates to ensure they use current language and meet legal requirements.

• Grade/Level: SG 3
• Business Unit: North America
• Resolved escalated customer issues through expert customer service and problem-solving.
• Mentored newer employees, enabling them to confidently find answers and resolve unfamiliar inquiries.

• Grade/Level: SG 2
• Business Unit: North America
• Demonstrated excellent customer service skills, addressing concerns promptly and professionally.
• Provided exceptional customer service to drive satisfaction.

• Position Type: Hourly
• Skill Team: Finance
• Business Unit: North America
• Developed strong client relationships by providing exceptional customer service and timely communication on market updates.
• Contributed to the growth of the firm''s assets under management by successfully acquiring new clients through targeted marketing efforts.
• Demonstrated a high level of accuracy and attention to detail when placing orders, minimizing trade errors and potential losses.
• Assisted clients in diversifying their portfolios, mitigating risk exposure while maximizing return potential.

• Position Type: Manager
• Skill Team: General Management
• Business Unit: North America
• Motivated, trained, and disciplined employees to maximize performance.
• Handled cash accurately and prepared deposits.
• Oversaw inventory management processes to maintain proper stock levels and minimize spoilage or waste.
• Managed financial aspects of the business, including budgeting, forecasting, and cost control for optimal profitability.
• Developed and implemented new operational procedures, streamlining daily tasks and improving overall efficiency.