- Promoted to On The Floor Supervisor, supported 30-35 HR Specialists I and II Agents, resolved call center HR benefits complaints requiring management-level escalation.
- Responded promptly to all incoming phone calls, emails, and online chats from Fortune 100 Global Firm's senior level leadership, firm partners, financial advisors, and HCE's (highly compensated employees and retirees).
- Maintained customer high satisfaction scores, consistently resolved escalation issues, provided feedback on account inquiries, accurately processed complicated requests and payments for employees medical health retiree, 401K, pension, and stock brokerage account balances of $500,000 - $35,000,000.
- De-escalated customer account concerns with proven conflict mediation and problem-solving abilities, created win-win that minimized company risk, reduced legal claims filing requests and social media threats.
- Researched resolutions, contacted and collaborated with necessary departments across Operations, Payroll, Legal, HRBP's and Client Managers.
- Consultative guidance on employment changes, benefits implications and forfeitures, payroll contributions, processed fund transfers, IRA rollovers, medical and tuition reimbursements, 401K primary residence loan and general loan requests, resolved escalated denied documentation reviews for approvals, non resident alien employees international wire transfers.
Customer Clients - McKinsey & Company Global Management Consulting Firm, UBS Financial Services Global Firm, Accenture, and American International Group, Inc