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 associated with the Broker/Dealer*Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue*Utilize the CRM (Client Relationship Management) tool to record calls and the status of all requests*Provide follow-up to ensure full customer satisfaction*Report problems with procedures and make suggestions for improvement*Provide support to our clients in all aspects of the Cetera Client and Advisor Portals*Maintain high-level standards of call handling requirements and quality review scores while adhering to the assigned work schedule *Resolve more complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution*Perform as a Subject Matter Expert on your assigned cases/area

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