Resolve tier 1 inquiries via live chat, phone and email by delivering exceptional customer support in accordance with our quality guidelines and consistent with our Core ValuesCollect pertinent information from customers and escalate complex cases to Tier 2 Customer Support SpecialistsAdhere to and exceed set KPI targets and complete tasks in a timely and effective mannerAnalyze feature requests and escalate it to Tier 2 Support SpecialistsCommunicate complex technical information in user-friendly ways to both technical and non-technical customersMaintain our user-facing help center, update new content on an ongoing basis

• In-take and processing of client requests via email and phone calls. Tracked information in CRM - Wealthbox and utilized tasks to follow-up with client satisfaction. • Attended client meetings with multiple advisors to scribe. Tracked information and completed tasks related to client satisfaction and processes.

• Emailing and calling clients to schedule annual and quarterly portfolio reviews for multiple financial advisors.• Compile portfolio review reports and statements for multiple advisors and their client review meetings.• On-boarding new financial planning clients.• Marketing for social media and client events. • Data collection and tracking. • Organization of client information using CRM - Client Link.• One Note utilization for team and planning meetings.• Earned MO Accident, Life, and Health Insurance License.

• Developed lesson plans and curriculum for diverse populations, incorporating technology and interactive learning strategies to enhance engagement and achievement for over 50+ learners annually.• Integrated digital solutions and technology components using various LMS and eLearning tools to provide learners with an engaging learning experience; resulting in a 80% increase in learner engagement.• Analyzed qualitative and quantitative learner data and reported actionable and valuable insight to stakeholders to ensure findings helped elevate the quality of over 100+ classroom materials and meet learner achievement goals.• Tracked, monitored, and evaluated learner performance and tailored a lesson plan to individual strengths and weaknesses to improve academic performance; resulting in a 100% learner passing rate.• Utilized excellent communication skills to effectively communicate with students, parents, and colleagues daily.• Demonstrated strong problem-solving skills by identifying and addressing student learning gaps to ensure academic success.• Built and maintained positive relationships with students and parents, resulting in a high level of trust and satisfaction.• Developed and delivered engaging presentations and training sessions to students and colleagues on a regular basis.• Led extracurricular activities, including events and community service projects, to promote student engagement and success.• Analyzed data to evaluate student progress and adjust teaching strategies as necessary to maximize student learning outcomes.• Conducted regular performance evaluations and provided feedback to students to encourage growth and development.