Steve P

♦Maintain quality ticket documentation in HubSpot to minimize misinterpretation and promote efficient issues resolution

♦Maintain quality ticket documentation (clarity) in HubSpot (completion of all fields) to minimize misinterpretation and promote efficient issues resolution

♦Ability to Delineation between technical support vs. clinical assessment, for tickets resolution

♦Discover issues that

Provides critical customer support for financial planning software, responding to client inquiries via telephone, email, and chat while troubleshooting and resolving issues. Manages and de-escalates unhappy client interactions and participates in onboarding and training of new hires.

As a Customer Support professional at Morningstar in Ottawa, Canada, I have played a pivotal role in ensuring the success of our financial planning software since October 2022.

♦ Efficiently respond to client inquiries via telephone, email, and chat, consistently meeting service level standards for completeness, accuracy, and timeliness.

♦ Expertly troubleshoot and resolve client issues, ensurin

As a Bilingual Enterprise Applications Support Agent at St. John Ambulance Canada in Ottawa, Canada, I contributed significantly from May 2019 to September 2021 to the organization's mission of providing life-saving courses.

♦ Addressed and efficiently resolved basic incidents and requests related to the enterprise applications, ensuring seamless operations.

♦ Guided users through step-by-step p

As a Customer Service Advisor at the Commission for Complaints for Telecom-Television Services in Ottawa, Canada, from November 2016 to May 2019, I contributed significantly to resolving customer telecommunications and television service complaints while ensuring satisfaction.

♦ Supervised a team of agents during evening shifts, maintaining high service standards and team coordination.

♦ Activel

As a Dispatcher at Direct Energy in Ottawa, Canada, from May 2015 to September 2016, I played a crucial role in ensuring smooth HVAC service operations.

♦ Acted as a central hub for vital information exchange between technicians and managers, enhancing service efficiency.

♦ Responded promptly to corporate client inquiries, providing immediate assessments and real-time updates for client satisfac

As a Web Designer Intern at K6 Web Media in Ottawa, Canada, from June 2014 to January 2015, I actively contributed to the company's branding solutions by creating fully responsive websites for clients.

♦ Collaborated closely with the creative team, aligning with the company's focus on innovative branding solutions.

♦ Took responsibility for coding web pages from scratch, enhancing both the aesth

As an Alarm System Coordinator at Reliance Protectron in Ottawa, Canada, from September 2011 to April 2014, I played a pivotal role in ensuring the safety and security of business properties across the nation.

♦ Conducted vigilant surveillance on business properties, maintaining constant security and peace of mind for clients.

♦ Responded rapidly to high-priority alerts, including fires, medical

In my role as a Mortgage Associate at Tangerine in the Ottawa, Canada Area from September 2008 to May 2011, I played a pivotal role in guiding and assisting bank customers in their financial decisions.

♦ Expertly assessed customers' financial needs and provided tailored advice on a wide range of financial products.

♦ Facilitated the setup of bank accounts, managed mortgage applications, and opti

Diploma in Web Development from Herzing College in Ottawa, Canada.