Customer Service Representative, Individual Wealth And Insurance Solutions
Working with the Investments team, I serviced clients, accountants, representatives and advisors from other financial institutions, our advisors, and their staff. Delivering timely, accurate, professional, and personable service, I exceeded KPIs monthly against a high volume with minimal feedback received. Regular tasks included supporting the administration of client accounts, sending referrals when needed, escalating through appropriate channels, and responding to questions and concerns from stakeholders to nurture a positive relationship with the brand for our clients throughout the customer lifecycle. I was recognized for my contribution to the department's Digital Adoption campaign and took on additional duties as assigned to support the wellbeing of the team.
