Jyneika Daniels
Charlotte
Summary
Developed and implemented financial strategies and client support initiatives to enhance organizational performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Managed Accounts Service Professional
LPL Financial
Fort Mill, SC
06.2025 - Current
- Enhance client service delivery by optimizing platform usage for financial advisors. Resolve technical issues that impeded operational navigation, improving overall efficiency. Streamline client processing requests, enabling colleagues to overcome access limitations effectively.
Beneficiary Service Representative
LPL Financial
Fort Mill, SC
08.2024 - Current
- Facilitated communication between beneficiaries and service teams to resolve inquiries efficiently.
- Processed claims and benefits applications, ensuring compliance with regulatory requirements.
- Collaborated with cross-functional teams to enhance service delivery and streamline operations.
- Trained new representatives on policies, procedures, and customer interaction techniques.
FINANCIAL SERVICE PROFESSIONAL
LPL Financial
Fort Mill, South Carolina
10.2022 - Current
- Assist clients with financial queries, ensuring satisfaction and trust.
- Resolve complex issues, enhancing client retention and loyalty.
- Utilize analytical skills to streamline service processes.
- Collaborate with team to improve service delivery and efficiency.
- Implement solutions that lead to measurable improvements in client experience.
- Assist clients and financial advisors in various capacities
- Fostered teamwork and led team huddles for weekly review and updates
- Utilized resources to help assist with time management and improving overall metrics
- Daily email obligations incoming and outgoing
Workforce Management
LPL Financial Services
Fort Mill, SC
06.2024 - 09.2024
- Increased productivity through cross-training in other machine operation roles, providing flexibility in workforce management.
- Maintained accurate records of employee attendance, leave requests, and performance evaluations for better workforce management.
- Reduced call wait times through efficient workforce management and proper scheduling of team members'' shifts.
- Reduced call wait times by optimizing agent schedules and monitoring workforce management system.
MORTGAGE CUSTOMER SERVICE PROFESSIONAL
Movement Mortgage(Service Mac)
Fort Mill, South Carolina
11.2022 - 10.2023
- Assist clients with mortgage inquiries, ensuring satisfaction through efficient issue resolution.
- Coordinate team efforts to streamline processes, boosting service delivery and reducing response time.
- Analyze service request trends to enhance client experience and identify improvement areas.
- Manage high-volume client interactions, maintaining accuracy and professionalism under pressure.
- Provided contract knowledge
- Escrow assistance
CUSTOMER SERVICE REPRESENTATIVE
Continuum Solutions
Charlotte, NC
09.2016 - 08.2020
- Resolved customer inquiries, achieving above average satisfaction rate through effective communication.
- Managed high-volume calls, enhancing team efficiency by implementing streamlined processes.
- Collaborated with cross-functional teams to address client needs, boosting retention rates.
- Analyzed customer feedback to improve service delivery, resulting in measurable improvements.
- Provided customer with current and future promotions to help generate sales
SALES CONSULTANT
K&G Fashion Superstore
Charlotte, NC
09.2014 - 08.2016
- Advised customers on fashion choices, boosting sales and enhancing customer satisfaction.
- Achieved monthly sales targets consistently, recognized for top performance.
- Utilized product knowledge to resolve customer inquiries, improving service efficiency.
- Collaborated with team to optimize store layout, increasing foot traffic and sales.
- Developed rapport with clients, fostering repeat business and loyalty.
Education
ASSOCIATES OF ARTS - HUMAN RESOURCES DEVELOPMENT
University of Phoenix-Arizona
Phoenix, Arizona01.2009
Skills
- Public speaking
- Time management & organization
- Case management
- Microsoft Excel
- Data entry
- Critical thinking
- Analytical
Certification
CAREER READINESS CERTIFICATE Jun 2008
Licenses
Notary Public Certification,NNA 12/2025
Timeline
Managed Accounts Service Professional
LPL Financial
06.2025 - Current
Beneficiary Service Representative
LPL Financial
08.2024 - Current
Workforce Management
LPL Financial Services
06.2024 - 09.2024
MORTGAGE CUSTOMER SERVICE PROFESSIONAL
Movement Mortgage(Service Mac)
11.2022 - 10.2023
FINANCIAL SERVICE PROFESSIONAL
LPL Financial
10.2022 - Current
CUSTOMER SERVICE REPRESENTATIVE
Continuum Solutions
09.2016 - 08.2020
SALES CONSULTANT
K&G Fashion Superstore
09.2014 - 08.2016
ASSOCIATES OF ARTS - HUMAN RESOURCES DEVELOPMENT
University of Phoenix-Arizona