Andrea Vazquez Email & Phone Number

Greater Seattle Area

• Provide oversight and review for daily operational processes including items referred by transfer agent service providers for exception processing. Ensure that work items are completed in a timely, accurate and.
• Created several Operational Procedures, that outline in detail the why and how we process certain items. This helps to improve operating efficiencies, and ensure work items are completed in a timely, accurate and.
• Known for being a team player and willingness to take on new opportunities and help where needed to ensure the team is successful.
• Successfully complete the distribution of the trail fee payments every month and quarter. In addition, exceeding our standard by 3-5 business days with every payment.

Greater Seattle Area

• Personally help customers transfer or rollover accounts into Capital One Investing. Guide investors through processes to alleviate issues. Communicate with other brokerage firms, to ensure paperwork is current.
• Consistently ranked as “top performer” on team of eight, for highest productivity with transfers and rollovers closed
• Successfully closed 137 cases in a month to rank “1st in Team History” for this standout accomplishment. Set the record for cases closed.
• Recognized as “Heavy Impact Contributor” for Transfers/Rollovers into the department, asset gathering, and FDIC insured marketing campaigns.

Greater Seattle Area

• Respond to customer emails within a company standard 48 hours, and write an average of 7 emails per hour. Also assist in cold calling customers, when needed.
• Served as a leader in mentoring associates on how to broaden their skills in writing emails to customers, and improve their overall performance within the company. Established goals for continuous improvement.
• Developed an email template, used across customer service as a whole for proficient in time management and customer quality.
• Consistently ranked as top employee out of 10 for highest survey results, first contact resolution, and overall basis points for client relationships; recognized as top Customer Service Communication Specialist from.
• Proactively established personal relationships through a “Surprise and Delight” program for valued customers.

Greater Seattle Area

• Take in-bound calls averaging 50 per day in a high volume customer contact center, and respond to customer emails. Educate clients about the comprehensive tools and resources through ShareBuilder/Capital One Investing.
• Consistently ranked highest on team of 100+ with survey results, first contact resolution, and overall basis points for client relationships.
• Served as Retirement Team Specialist that focused on IRA contributions, rollovers, and taxes. Named Subject Matter Expert (SME) on a Corporate National team of 20.
• Selected to mentored newly hired associates.
• Cross trained in Online Chat to assist customer inquiries regarding their brokerage accounts. This helped lower the company service level, and improve customer satisfaction.
• Trusted to make management level decisions in absence of Supervisor.

Licensed Massage Therapist, Massage Therapy/Therapeutic Massage, 4.0 Gpa

High School Diploma

Activities and Societies: Took a nursing assistant course, and obtained NAC license.