• Contact with customers, developing and owning the relationship building experience.• Provided customers with resolutions to their inquiries in a timely, professional, and friendly manner.• Assisted customers who need help in understanding the functionality and services available through the Neo platform.• Engaged customers across phone calls, chats, and email to meet customers on their preferred channel of communication.• Performed Customer Onboarding routines, reviewing applications, documentation, and inquiries of new customers. Achievements: Successfully led a team during a 7-week burst opportunity, demonstrating adept leadership and organizational skills.• Managed team schedules effectively, ensuring optimal coverage and productivity.• Conducted rigorous quality assurance checks on both calls and chats, maintaining high standards of customer service excellence.• Provided personalized coaching and guidance to agents, resulting in significant improvements in performance metrics and customer satisfaction ratings.• Expertly handled customer escalations and complaints, resolving issues promptly and ensuring customer retention and loyalty.This experience allowed me to enhance my leadership abilities and make relevant contributions to team performance and customer satisfaction within a dynamic and fast-paced environment.

• Responded to internal customer calls and emails to answer questions about products and services.• Clarified internal customer issues and determined root cause of problems to resolve product or service complaints.• Collaborated with cross-functional teams to help improve operational workflow.• Identified issues, analyzed information, and provided solutions to problems during the implementation process of products.• Helped training new team members on proper protocols and customer service standards during their onboarding period.• Participated in team meetings and training sessions to stay informed about product updates and changes.• Cultivated professional working relationships with peers and coordinators.• Provided information about company products and services.• Participated on continuous improvements projects, one being the implementation of chat channel as an option to phone calls and workflow to the commercial team.

• Responded to internal customer calls to answer questions about products and services.• Cross-trained and provided backup support for commercial team.• Support to the commercial team regard products policies and procedures.• Worked well in a team setting, providing support and guidance.• Proven ability to learn quickly and adapt to new situations.• Organized and detail-oriented with a strong work ethic.

• Client prospection trough cold calls.• Clarification on investments options and offers.• Input of investments orders into the system.• Disclosure of public offers of investment to investors.• Build strong customer relationships & deliver excellent customer service.• Follow-up of portfolios and maturities.

• Monitored service after sale and implemented quick and effective problem resolutions.• Served customers with knowledgeable, friendly support at every stage of financial product procurement process.• Selected correct products based on customer needs, product specifications and applicable regulations.• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.• Achieved or exceeded company-defined sales quotas.• Presented professional image consistent with company's brand values.• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.• Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.