-Delivered exceptional client service by maintaining and nurturing existing client relationships. Provided support, recommended firm services, managed client requests, resolved inquiries, and ensured accurate documentation, resulting in an increase in overall client satisfaction.-Tailored client procedures to meet bespoke requirements for certain clients, demonstrating flexibility and adaptability in service delivery.-Designed and developed customized Salesforce dashboards, empowering the Service Relationship Team at Morgan Stanley with real-time insights into client interactions, account activities, and key performance metrics, resulting in informed decision-making and enhanced operational efficiency.-Led project management efforts in collaboration with program managers to create new standards and procedures for the new division by helping streamline the client onboarding process.

-Mentored & onboarded 50+ employees through 1:1 sessions and group shadows to improve proficiency across our CX department while maintaining top production numbers across the entire site. -Graduate of the CXS Pipeline Program where I received formal training to handle the highest escalated cases in Robinhood. Skilled in resolving non-regulatory complaints, DNDBW cases, de-escalating customers, as well as utilizing root cause analysis.-Conducted High Frequency Report Project with CXS team. In which 150 customer accounts were identified for creating 2,023 cases in a one week period. These 150 customer accounts were reviewed, 81 cases were resolved, and 69 were moved towards resolution, significantly reducing the number of escalated cases received by Robinhood.

- Communicated effectively with hundreds of clients a month to offer investment and retirement plans that are best suited for their overall financial goals giving them clarity and peace of mind.-Worked as a team member to provide the highest level of service to clients by carefully listening to their needs and simultaneously offering solutions Equitable has to offer.

-Responsible for identifying and resolving customer reported troubles on the website resulting in a better customer shopping experience.-Managed and negotiated vendor relations for procuring succulents, increasing out margins by 10-15% for web orders. -Created a new packing & shipping process that helped us increase efficiency & productivity allowing a 20% decrease in shipping time.

-Implemented a new marketing approach that got the attention of Food Beast, a popular food blog, that then came to the shop and recorded a short minute video that now has over 16 million views and 43 thousand shares on Facebook.-Developed an inventory ordering system that led to a decrease in inventory loss due to spoilage, expiration dates, and out of stock items.

-Brainstormed ideas for a different marketing approach in a team of 4 that helped gain attention in the Tempe area with new social media accounts and an app we built to help yogis’ workout together.-Efficiently delegated assignments to a group of 4, in which each team member was assigned to research specific functions of yogis’ by doing market research, interviews, surveys, and group studies.-Helped coordinate a yoga event in Scottsdale that brought a group of yogis together and brought attention to our new app “Balance” that helps yoga instructors connect with yogis.