Larry Pan Email & Phone Number

Primary point of contact for all customer inquiries via e-mail/ phone/ live chat.Assess situations, identify issues, and follow established Standard Operating Procedures to resolve complications, as well as anticipate, meet and exceed our customers' needs and expectations, and achieve agreed-upon levels of service/ quality standardsWork in coordination with other teams, local and remote, to achieve assigned objectives, as well as escalate system anomalies and individual issues faced by clients to relevant departmentsProactively analyze various situations and recommend pre-emptive solutions to mitigate future problems

Rockville, Maryland, United States

Assist users in accessing the Financial Professional Gateway by providing password recovery and registrationAnswer user questions regarding the enrollment for SIE, NASAA, and other FINRA related examsAdvise and direct users in accessing FINRA exam registration and enrollment portalsTroubleshoot technical/computer issuesProvide firms with proper documentation and forms for administrator account updates and changes.Responded to customer requests, offering excellent support and tailored recommendations to address needs.Processed customer service orders promptly to increase customer

Newark, New Jersey

Worked with the Business Development Team in collecting and researching specific data for government contractsAssisted in posting new contract opportunities in their databaseUtilized Zoho CRM and multiple government databases to collect data on various government contracts Assisted in updating and organizing the various government contacts and opportunities.Assisted in evaluating government contracts during business strategy meetings

Newark New Jersey

Assisted the Area Director of University Square in organizing check in and check out for conference guests and residentsAssisted students with any questions or issues regarding housingHandled calls in the Main Housing Office and answered questionsAssisted the Assistant Director of Housing Administration with various errands

New York City

Assisted secretary with filing paperworkAssisted with any errands that needed to be fulfilled