Senior Service Specialist
CurrentGuide individuals through process of creation when utilizing in house software to assemble diversified portfolios or life plan goals.Troubleshoot any failure of operation errors or coded malfunctions that may arise from system updates or server shutdowns.Maintain excellent service skills to build rapport during a conversation during times of succession or frustration.Delivered quick and easy resolutions and provided alternative routes the caller could take in order to satisfy their need. Worked with Financial Advisors and Branch Office Administrators solely to ensure they can serve their clients to the maximum capability.