Krystal Castillo

Krystal Castillo Email and Phone Number

Registered Client Service Manager
Krystal Castillo's Location
Tampa, Florida, United States, United States
About Krystal Castillo

Krystal Castillo is a Registered Client Service Manager.

Krystal Castillo's Current Company Details

Registered Client Service Manager
Krystal Castillo Work Experience Details
  • Raymond James
    Registered Client Service Manager
    Raymond James Jan 2017 - Sep 2023
    St Petersburg, Florida, United States
  • Fidelity Investments
    Quality Auditor
    Fidelity Investments May 2016 - Oct 2016
    Fort Worth, Tx
    • Audit new account applications against information processed into proprietary systems.• Extend assistance to the team to meet daily business goals.• Identify trends to improve efficiency and quality.
  • Fidelity Investments
    Financial Associate
    Fidelity Investments Apr 2015 - May 2016
    Fort Worth, Tx
    • Answered approximately 70 incoming calls per day.• Assisted clients with their concerns on their 401k accounts.• Educated clients and provided options regarding their financial concerns.• Focused on meeting metric based targets as well as helping my team obtain theirs.
  • Decision Analyst, Inc.
    Sample Analyst
    Decision Analyst, Inc. Jan 2014 - Apr 2015
    Arlington, Tx
    • Compiled and analyzed data to support strategic business decisions.• Managed sample projects during entire life-cycle.• Consulted with sales team on project needs and specifications.• Pulled sample from panel database and deployed sample to the study through proprietary software.• Tracked performance of the study and worked with client to decide when to deploy additional sample.• Brokered sample needs with external partners.• Analyzed click thru rates and incidence rates during fielding.
  • Primerica
    Division Leader
    Primerica Jan 2010 - Apr 2015
    • Hired, trained and supervised a team of eight representatives. • Obtained four federal and state licenses. • Sold life insurance and mutual funds.
  • Royal Caribbean Cruise Lines
    Hris Specialist
    Royal Caribbean Cruise Lines Sep 2003 - Jun 2007
    Miami, Fl
    • Established procedures and administered self-service applications.• Analyzed system issues to determine if issue was user related or technical. Escalated technical issues to the appropriate IT teams.• Trained and supported international business partners during implementation of a Windows based system from a DOS based system.• Processed improvements, recommended solutions and implementation of applications. Developed and distributed reports. • Maintained and audited database of over 40,000 employees.• Analyzed functionality of new applications in development
  • Hastings Staffing Agency
    Administrative Positions
    Hastings Staffing Agency Feb 2003 - Sep 2003
    Miami, Fl
  • Emilio Robba
    Warehouse Assistant
    Emilio Robba Jun 2002 - Feb 2003
    Packaged arrangements. Prepared invoices

Krystal Castillo Skills

Series 6 Series 63 Term Life Insurance Jd Edwards Peoplesoft Database Administration Scheduling Systems Analysis Data Entry Excel Administration Hris As400 Customer Relations Testing Telephone Skills Statistics Employee Relations Performance Management Customer Service Interviews Employee Benefits Human Resources Process Scheduler Training Hiring Time Management Conflict Resolution System Administration Troubleshooting Invoicing Leadership Recruiting Customer Satisfaction Onboarding Microsoft Office Microsoft Excel Risk Management Retail Visio Employee Training Public Speaking Process Improvement

Frequently Asked Questions about Krystal Castillo

What is Krystal Castillo's role at the current company?

Krystal Castillo's current role is Registered Client Service Manager.

What is Krystal Castillo's email address?

Krystal Castillo's email address is bi****@****ail.com

What is Krystal Castillo's direct phone number?

Krystal Castillo's direct phone number is +130576*****

What skills is Krystal Castillo known for?

Krystal Castillo has skills like Series 6, Series 63, Term Life Insurance, Jd Edwards, Peoplesoft, Database Administration, Scheduling, Systems Analysis, Data Entry, Excel, Administration, Hris.

Not the Krystal Castillo you were looking for?

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  • Krystal Castillo

    Goal-Oriented Business Administration Student I Pursuing Marketing I Occasional Graphic Designer I Driven By Creativity
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