Mohsin Aziz
Richmond,TX
Summary
Financial professional with proven track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
14
14
years of professional experience
Work History
Financial Services Representative
Fidelity National Information Services
Houston, TX
11.2024 - 03.2026
- Provided exceptional service to over 80 clients via inbound and outbound calls and emails. Responded to inquiries, resolved issues and ensured an exceptional experience.
- Developed and maintained strong relationships with clients, referral sources and internal client support team members.
- Oversaw the account opening process, managed account transfers and addressed client requests in collaboration with financial advisors.
- Streamlined account transaction processing, prepared documentation and ensured accuracy in client records.
- Streamlined account transaction processing and prepared documentation, ensuring accuracy in client records for improved service delivery.
- Analyzed financial services industry trends and legal tax regulations, providing clients with informed guidance to navigate complex financial landscapes.
- Analyzed financial services industry trends and legal tax regulations to provide informed guidance to clients.
- Assessed client requirements through consultative strategies, delivering tailored financial solutions that met individual needs.
- Monitored daily unresolved client inquiries to guarantee timely follow-up and resolution.
Resolution Analyst
Vroom
Houston, TX
06.2021 - 04.2024
- Delivered resolution for over 50 cases weekly via Salesforce, reflecting a strong commitment to superior customer satisfaction.
- Optimized case management through Salesforce, collaborating with finance, logistics and other departments to resolve customer issues promptly and efficiently.
- Achieved high customer satisfaction by proactively addressing complaints, building trust and resolving issues swiftly.
- Mitigated customer concerns to remove obstacles and enhance overall experience.
- Oversaw purchasing operations to maintain customer satisfaction and addressed challenges through effective communication.
- Investigated and addressed quality issues following vehicle delivery to ensure customer satisfaction.
- Properly documented all internal and external communication pertaining to each case.
- Performed all follow-up communication with the customer and responded to the customer within the allotted time frame promised.
Client Retention Associate
AT&T
Houston, TX
12.2018 - 06.2021
- Oversaw account management, resolving issues to enhance client retention rates.
- Oversaw account management, resolving issues and boosting client retention rates.
- Handled 40-50 customer phone calls daily on a daily basis from existing consumers who have questions or concerns about billing, products, programming or upgrades.
- Managed incoming customer inquiries on technical issues, supporting online order placements for service enhancements and accessories while guiding customers through transactions for upgrades and new connections.
- Handled incoming customer inquiries regarding technical issues and provided support for online order placement of service enhancements and accessories. Guided customers in completing online transactions for service upgrades, new connections, and accessory purchases.
- Handled 40-50 daily phone calls from customers regarding billing, products, programming, and upgrades.
- Communicated and implemented service orders both by phone and email requests. Processed high volume of transactions efficiently, consistently exceeding sales targets and receiving top performance recognition.
Lead Consultant
FedEx Office
Houston, TX
08.2012 - 12.2018
- Streamlined processing of 75+ customer orders daily, communicated pricing structures, and engaged in consultative selling to recommend tailored FedEx Office solutions while overseeing tracking and documentation of production jobs.
- Coordinated digital imaging schedules and supervised production processes for black and white and color service orders, ensuring operational efficiency and compliance with quality standards.
- Provided leadership and guidance to team members on assigned shifts to enhance performance and collaboration.
- Managed cash flow during transactions and change distribution during point-of-sale transactions to enhance customer service experience.
- Directed preparation of financial documents for accurate reporting and compliance adherence.
- Oversaw coordination of shipping services and activities to enhance operational efficiency. Managed shipping-related tasks to streamline workflow and improve service delivery. Directed efforts to align shipping operations with organizational objectives.
Education
Bachelor of Business Administration - Business Analytics
East Texas A&M University
Commerce, TX06-2020
Skills
- Financial Services
- Payment Processing
- Account Management
- Sales
- Client Services
- Customer Support
- Account documentation
- Financial Transactions
- Analysis
- Consulting
- Conflict Resolution
- Customer relationship building
Award
Winner of Summit Award - AT&T - Mar 2020
Surpassed performance metrics in sales and service, ranking in top 1% of AT&T nationwide.
Timeline
Financial Services Representative
Fidelity National Information Services
11.2024 - 03.2026
Resolution Analyst
Vroom
06.2021 - 04.2024
Client Retention Associate
AT&T
12.2018 - 06.2021
Lead Consultant
FedEx Office
08.2012 - 12.2018
Bachelor of Business Administration - Business Analytics
East Texas A&M University