Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Wright

Pensacola,FL

Summary

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Overview

10
10
years of professional experience

Work History

Customer Experience Analyst

Moder
10.2024 - Current
  • Reported high level of data quality metrics to staff and management.
  • Delivered personalized assistance to customers, fostering a sense of loyalty and trust in the company''s brand commitment.
  • Monitored performance metrics to continually assess team effectiveness in delivering outstanding support.
  • Assisted in developing strategies for increasing retention rates through data-driven insights into customer behavior patterns.
  • Proactively identified potential pain points within the user journey, leading to targeted improvements in product design and functionality.
  • Collaborated with cross-functional teams to address systemic issues impacting the customer experience.

Investor Service Representative

SS&C Technologies
01.2021 - 02.2025
  • A proven ability to cultivate strong relationships internally and externally and consistently across different corporate levels of stakeholders
  • Ability to communicate effectively and with confidence with senior stakeholders and deliver tough messages if/when necessary
  • Self-starter, able to think on their feet and drive/influence change across different parts of the firm
  • Work in a dynamic team environment to build and execute on communication plans, use graphic design software to create and update advisor and client collateral, and, among other things, assist with coordination surrounding conferences and events
  • Organize, manage, and execute on objectives with limited oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness
  • Serve as a senior expert in corporate governance and responsible investment team with a strong focus on high profile engagements, governance policy and responsible investing in internally and externally
  • Ensure an accurate and widespread understanding of our activities in this area
  • Engage with Chairmen, CEOs and other senior representatives of the companies in which invests, in conjunction with portfolio managers to address a range of issues including industry trends, strategy and performance in addition to corporate governance
  • Well rounded finance/investment management professional with extensive hands on experience in financial and governance analysis

Navy Federal Credit Union
01.2015 - 01.2021
  • To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates IRA, revocable trust, and estate accounts; Lending products; and credit/debit cards
  • Strong written skills verbal communication skills
  • Ability to prioritize and multi task
  • Proficient with MS Excel and PowerPoint

Education

Certificate - Special Topics in Public Health

The University of West Florida
Pensacola, FL
05.2025

Bachelor of Science - Healthcare Administration

University of West Florida
02.2025

Skills

  • Creativity
  • Leadership
  • Organization
  • Problem solving
  • Teamwork
  • CRM software expertise
  • Analytical mindset
  • Report preparation
  • Logistics support
  • Customer service

Timeline

Customer Experience Analyst

Moder
10.2024 - Current

Investor Service Representative

SS&C Technologies
01.2021 - 02.2025

Navy Federal Credit Union
01.2015 - 01.2021

Bachelor of Science - Healthcare Administration

University of West Florida

Certificate - Special Topics in Public Health

The University of West Florida
Jessica Wright