Doris Rivera Email & Phone Number

Pflugerville, Tx, Us

Chevy Chase, Md, Us

- Successfully led the re-platforming initiative for the company's Paper e-commerce products, ensuring a seamless transition and improved functionality.- Spearheaded a rebranding effort for all site products, achieving completion within a 6-month timeframe and enhancing the brand’s identity.- Implemented multiple process enhancements, resulting in improved efficiency and performance.

Westlake, Texas, Us

- Orchestrated the integration of two client service centers and oversaw the seamless account creation process for 1.1+ Million accounts, amounting to $80 Billion in assets.- Demonstrated strong leadership skills by managing multiple teams to digitize and enhance over 90% of the account transfer process, improving efficiency and customer satisfaction.- Led the transformation of the account opening process, ensuring a streamlined experience for new-to-firm clients and collaborating with cross-functional teams to modernize internal trading systems utilized by client-facing representatives.- Actively contributed to the redesign and successful relaunch of 50+ "account open" forms within the omnibus platform, enhancing user experience and compliance.- Collaborated closely with multiple business units to execute the closure of 2,000+ accounts across 8+ countries, ensuring compliance with regulatory changes and maintaining a strong focus on customer service.

Westlake, Texas, Us

- Serviced 70+ clients per day through effective verbal and written communication channels, ensuring prompt and professional resolution.- Demonstrated exceptional leadership skills by managing a team of 12+ employees, providing constructive feedback and guidance to foster efficiency and increase overall productivity.- Played a pivotal role in training and coaching 60+ new employees, equipping them with knowledge of risk mitigation strategies and best practices to enhance their performance.- Recognized with an award for consistently delivering excellent client satisfaction and for making significant improvements to internal processes, resulting in enhanced customer experiences and operational efficiency.