• Customer Engagement: Reduced churn and ensured satisfaction through proactive outreach.• Onboarding Innovation: Created impactful trials and tailored onboarding experiences.• Goal Achievement: Met or exceeded company forecasts and project targets.• Customer Enablement: Developed training content for effective onboarding.

• Task Management: Completed varied tasks as instructed by clients.• Administrative Support: Facilitated communication with management and HR.• Customer Support: Addressed client inquiries and resolved issues via email and live chat.• Process Improvement: Helped establish systems for enhanced customer service.• Data Management: Gathered and updated customer feedback in internal databases.

• Communication Hub: Managed incoming communications, ensuring seamless client interactions.• Client Facilitation: Coordinated appointments, research, quoting, and document preparation.• Stakeholder Liaison: Collaborated with fund managers and administrators on client affairs.• Data Stewardship: Ensured client database accuracy and regulatory compliance.• Relationship Building: Developed and maintained strong, professional client relationships.

• Threat Resolution: Addressed high-level complaints and TIO (Telecommunications Industry Ombudsman) threats.• Proactive Prevention: Identified and mitigated potential effort points in customer journeys.• Customer Advocate: Collaborated cross-functionally to resolve complex customer issues.• Process Improvement: Analyzed and optimized processes to reduce customer effort.

• Product Authority: Provided detailed product knowledge to address customer inquiries.• Service Excellence: Ensured professional resolution of upset customer issues.• Effective Communication: Demonstrated strong writing skills.• Performance Driven: Met or exceeded all company and client KPIs.• Reliable and Flexible: Adhered to varied schedules, including evenings and holidays.• Continuous Learner: Participated in additional training to enhance skills.