Senior Client Service Specialist
The Capital Group Mutual Funds
01.2007 - 04.2012
- Identify clients’ needs and communicate requirements to transact on accounts
- Educate clients on guidelines and laws related to requests involving transfers due to divorce, death and change of ownership
- Consult with compliance to identify if company guidelines are being met prior to processing redemptions
- Complete quality assurance monitoring of junior associates processing and calls
- Educate customers and peers on use of company website to transact on accounts