Estates and Divorce experienced following skills below:
- Collected, arranged, and input information into database system.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Handled setting appointments and updating case managers
- Utilized outlook, microsoft along with file systems set by Charles Schwab
- Provided top tier experience to clients while assisting in the claim documents and submission process
- Reviewed and resolved complex issues/ escalations
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner
- requested checks, transferred, moved money
- Communicated with multiple departments to complete tasks for clients in a timely manner