Christianne Elizabeth Mendoza Email & Phone Number

San Diego, CA, US

* Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. * Provide ongoing service-focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 2 support.*Provide support to our advisors and end-clients with the navigation and use of various systems.

San Diego, CA, US

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.

San Diego, CA, US

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.

Santa Monica, California, US

• Resolve support tickets in JIRA with an average rate of 50+ a week within 3 business days SLA
• Identified and ensured client endpoints were managed by IT, preventing computer asset loss totaling over $100,000
• Provided end-user support to ensure client endpoints were compliant with operating system patches and required security tooling
• Utilized mobile device and patch management tools like JAMF Pro, Munki, and VMware Workspace One to proactively monitor fleets of 7000+ devices
• Contributed to the Client Engineering team's GitHub repo for both macOS and Windows platforms
• Assisted in eliminating technical debt and improved the accuracy of computer records by investigating asset management and ticketing platforms, resulting in improvements to key client compliance and patching metrics

• Managed Microsoft database by performing bi-weekly maintenance such as proactively developing and improving processes for automated monitoring and preventing customer impact.
• Demonstrated understanding and compliance with all company inventory, shipping, receiving, and customer service-related standard operating procedures.
• Performed daily tasks around the office by making labels, restocking bookshelves, and making the office presentable for potential customers.

• Managed 20+ Microsoft Word documents weekly for teachers, faculty, and students while finishing them promptly.
• Assisted parents and faculties with paperwork, questions, and guidance to provide successful service to meet their demands.
• Supported in multiple projects assigned by the primary teacher, such as teaching lessons, preparing activities, and other necessities.

Bachelor Of Science - Bs, Computer/Information Technology Administration And Management

It Track

Associate Of Arts - Aa, Computer/Information Technology Administration And Management