Xiomara Santiago

Processed work flows and functions such as:

AI custody purchase workflow, AI capital call workflow, AI OnSource/ market place workflow, AI redemption workflow.

Worked effectively with AI advisor services to process any escalations needed and answered any questions pertaining to OE.

Submitted manual wires for purchases

Routed cases to correct work basket through first touch.

Worked in gateway systems, utilized One Note resources, Enlightened usage. Case assignment workflow through MYQ, AI center 2.0 SLOA enrollment.

Processed Pre reviewed cases from AS AI.

Instilled confidence and trust in every phone call by demonstrating EDGE behaviors to engage the client and advisors while uncovering and resolving needs of both client's and advisors

Processed Advisor and retail client's incoming non acat transfers.

Submitted alerts to advisors on NIGO cases.

Assisted in other areas of the department as needed by changing operation roles when directed by supervisor

SME for Alternative Investments ( learned better practices on processing alternative investment cases and shared it with our team.

Volunteered in the teams engagement committee and brought ideas to create a fun remote work environment.

Worked efficient in programs such as MYQ, Bluezone, Client central .

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.