Jorge Nevarez-Ortiz
Denver,CO
Summary
Results-driven Client Service Analyst with a strong track record at Janus Henderson Investors, specializing in advanced reporting tools and financial accuracy. Expertise in data analysis and operational efficiency, consistently enhancing client satisfaction through strategic insights. Committed to delivering exceptional client service while optimizing processes for greater effectiveness.
Overview
8
8
years of professional experience
Work History
Client Service Analyst
Janus Henderson Investors
Denver, CO
03.2023 - Current
- Leverage advanced reporting tools to process complex shareholder requests.
- Ensure accuracy in account maintenance by implementing stringent data validation measures.
- Ensured quality control through collaboration with internal teams, and updating of department procedures.
- Collect and analyze internal and client comments and reviews.
- Preparation of financial reports for both internal and external clients, ensuring adherence by all parties.
Investor Service Analyst
Janus Henderson Investors / Aston Carter
Denver, CO
09.2022 - 03.2023
- Completed investor transactions and requests over the phone, ensuring world-class service.
- Provided clarification on internal forms, tax documents, and informed shareholders about tax implications.
- Consistently met and exceeded productivity and quality metrics, aligning with business strategy.
- Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
Wellness Coordinator
The Joint Chiropractic
Lakewood, CO
04.2022 - 09.2022
- Analyzed patient flow trends using data entry skills for managing schedules, improving clinic operations.
- Proactively upsold enhanced payment packages, contributing to clinic sales.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Developed and maintained a filing system for essential documents, improving office organization.
Customer Service Representative/Underwriter
Colorado Insurance Agency
Littleton, CO
03.2021 - 03.2022
- Audited new insurance applications adhering to agency standards
- Chased payments confirming closing of new files communicating any discrepancies with clients/agents
- Determined proper coverages handling client requests through high demand calls/emails daily
Team Lead
Chick-fil-A
Lakewood, CO
02.2017 - 02.2021
- Managed cash and credit transactions diligently, minimizing errors or discrepancies.
- Served multiple customers in a stressful environment, showcasing the ability to work well under pressure.
- Prepared food orders accurately, meeting quality standards set by the organization.
- Collaborated with team members to maximize productivity and efficiency.
Education
High School Diploma - Honor Roll
Brady High School
Lakewood, COSkills
- DST-3270
- InfoDisk
- TA2K
- AMS 360
- Cisco Telecommunications
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Project Management
- Financial reporting
- Data analysis proficiency
Timeline
Client Service Analyst
Janus Henderson Investors
03.2023 - Current
Investor Service Analyst
Janus Henderson Investors / Aston Carter
09.2022 - 03.2023
Wellness Coordinator
The Joint Chiropractic
04.2022 - 09.2022
Customer Service Representative/Underwriter
Colorado Insurance Agency
03.2021 - 03.2022
Team Lead
Chick-fil-A
02.2017 - 02.2021
High School Diploma - Honor Roll
Brady High School
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