Juliet Collins Email & Phone Number

Tampa, Florida, United States

Perform managerial duties such as monitoring call center metrics, conveying and implementing strategic plans, engaging in project planning and management, and assisting direct reports with routine tasks.- conduct training tri-site - de-escalation of complex inquiries by expansively reviewing outside documents (Ex. Trust Agreements, Wills, Powers of Attorney, Court Orders etc)- liaising with legal or leadership in other departments- creating holistic solutions for clients- identify risks based off audits and coordinate SIAI resolution- revise procedure and process to create efficiencies and reduce risk

Tampa, Florida, United States

Supervised the metrics of the call center, communicated and implemented strategic plans, mentored team members, ensured quality control, took part in project planning and management, and hired and trained team members by giving constructive feedback.- Subject matter expert (SME) for Special Fiduciary and Beneficiary Processing for Employee Stock Option (ESOP) Accounts- Provided end to end assistance to branches for escalated matters by expansively reviewing documents, liaising with legal or leadership in other departments, and creating solutions

Tampa, Florida, United States

High-level of service, support, and responsiveness to internal business partners, branch office personnel, and effective communication with outside Financial Institutions regarding the comprehensive wealth management of affluent and high-net-worth clients. - advised about procedures and documents needed to open, maintain, and close Trust, Estate, Guardianship, and other fiduciary account types- handled Beneficiary Processing for Employee Stock Option (ESOP) accounts. - reviewed, processed, and provided detailed explanations regarding documents such as Court Orders, Trust Agreements, Powers of Attorney, and tax forms