Wendy Caceres
Duarte,CA
Summary
Goal-oriented individual dedicated to high levels of customer satisfaction and meeting aggressive business goals. Fast paced and ambitious with specialized knowledge in Microsoft and costumer service.
Overview
14
14
years of professional experience
Work History
Client Service Associate
RABCO Financial & Insurance Services
Pasadena, CA
06.2023 - Current
- Exceeded quantitative metrics on customer satisfaction and customer retention
- Provide service and support to over 1k clients .
- Generate new account paperwork, conversions, account transfer, move money transactions.
- Required minimum distribution project annually before year end.
Client Service Associate
Pointwealth Capital Management
Encino, CA
07.2022 - 05.2023
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Gathered information from clients for entry into computer database.
- Entered all changes to client data into system using client work.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Audited customer account information to identify issues and develop solutions.
New Accounts Specialist
Churchill Management Group
Los Angeles, CA
07.2019 - 05.2022
- Review new incoming documents, make sure they are in good order to process
- Set up new, converted, and title changes
- Communicate with operations, relationship associates, and billing departments to perform & complete transactions on accounts
- Communicate with brokerage firms to make sure clients accounts are funded
- Send documents to Brokerage firms via email and DocuSign
- Open accounts at Custodian, using a brokerage system to add information and make accounts active
- Verify all accounts for accuracy, include updating the sales comparison
Front Desk Agent/ Personal assistant
Courtyard by Marriott
Monrovia, CA
01.2018 - 05.2020
- Maximize effort toward productivity, identify problem areas and assist in implementing solutions
- Perform check in, check out and room exchange procedures and ensure all data are accurately entered in the system
- Manage all phone call with concerns and questions with great costumer service
- Compute bills, collect payments, and make change for guests
- Record guest comments or complaints, referring customers to managers as necessary
- Transmit and receive messages, using telephones or telephone switchboards.
Assistant Manager
Windsor Fashions
Arcadia, CA
03.2014 - 12.2019
- Complete task with allotted time frame
- Performing excellent costumer service
- Showcase responsibility, integrity, and team spirit
- Train new staff to deliver great costumer service and increase sales
Receptionist
Churchill Management Group
Los Angeles, CA
12.2018 - 07.2019
- Answer incoming phone calls, provide information for callers, distribute calls and messages to appropriate persons in a timely manner
- Notifies company personnel of visitor arrival
- Restocks supply room
- Complete requests from different department
- Do address change form, update clients information, receive broker referrals and enter into APX program
- Server
Police DART program
Duarte, CA
10.2010 - 12.2011
- Oversee operations of daily activities
- Set up and manage festivities
- Assisted in aid youth academic requirements planned and coordinated study curriculums
Education
Bachelor of Science - Business Management
California State University
Los Angeles, CA05.2018
Skills
- Spanish (10 years)
- Microsoft Outlook
- DocuSign
- Administrative Experience
- Excellent costumer service
- Administration and Management Complex Problem Solving
Timeline
Client Service Associate
RABCO Financial & Insurance Services
06.2023 - Current
Client Service Associate
Pointwealth Capital Management
07.2022 - 05.2023
New Accounts Specialist
Churchill Management Group
07.2019 - 05.2022
Receptionist
Churchill Management Group
12.2018 - 07.2019
Front Desk Agent/ Personal assistant
Courtyard by Marriott
01.2018 - 05.2020
Assistant Manager
Windsor Fashions
03.2014 - 12.2019
Police DART program
10.2010 - 12.2011
Bachelor of Science - Business Management
California State University