Maria Diaz Ramos
Sandy Springs,GA
Summary
Business Administration professional with a solid background in financial services and participant relationship management. Expertise in resolving complex inquiries, maintaining CRM documentation, and driving service quality metrics through effective communication and collaboration across teams.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Participant Relationship Manager
Morgan Stanley
08.2024 - 11.2025
- Cultivated strong participant relationships through proactive communication, fostering trust and engagement.
- Managed relationships with participants enrolled in employer-sponsored equity compensation and stock plan programs.
- Guided participants in account maintenance, equity awards, stock transactions, and financial service processes to enhance user experience.
- Resolved complex client inquiries by collaborating with internal teams to deliver timely solutions.
- Maintained accurate CRM documentation while ensuring compliance.
- Met service quality and productivity metrics.
- Utilized CRM systems and internal technology platforms.
Beauty Advisor / Fragrance Ambassador
Dillard's Inc.
Alpharetta, Georgia
01.2023 - 08.2024
- Exceeded monthly sales goals by over 5%.
- Built long-term customer relationships.
- Trained new associates.
- Managed inventory and POS operations.
Beauty Advisor
Macy's Inc.
01.2022 - 01.2023
- Established client loyalty.
- Increased counter sales.
- Managed fulfillment and RTV processes.
- Provided product education.
Data Entry Specialist
Transaction Tree
01.2021 - 01.2022
- Maintained and audited datasets.
- Performed QA reviews.
- Supported operations through analysis.
- Trained employees on data quality.
Education
Associate of Science - Business Administration
Georgia State University, Perimeter College
12-2024
Skills
- Relationship Management
- Client Service
- Financial Services
- Data Analysis
- Microsoft Excel
- Salesforce CRM
- Process Improvement
- Communication
- Cross-functional Collaboration
- Problem Solving
- Quality Assurance
Certification
- Microsoft Excel Expert
- Microsoft Excel Associate
- HTML & CSS (Coursera/Johns Hopkins)
- Regex (Udemy)
Timeline
Participant Relationship Manager
Morgan Stanley
08.2024 - 11.2025
Beauty Advisor / Fragrance Ambassador
Dillard's Inc.
01.2023 - 08.2024
Beauty Advisor
Macy's Inc.
01.2022 - 01.2023
Data Entry Specialist
Transaction Tree
01.2021 - 01.2022
Associate of Science - Business Administration
Georgia State University, Perimeter College