At Morgan Stanley / E*TRADE, I researched brokerage account restrictions and explained what information clients needed and what steps could help resolve them.
I also guided clients through online and manual internal and external transfers, and assisted with identity verification and digital-token access. I used Salesforce Knowledge to research complex account questions, documented interactions, and escalated unresolved issues through established channels.
At TELEPERFORMANCE USA, I assisted customers with health insurance account inquiries, updated records, and explained coverage, benefits, and enrollment changes. I followed privacy and compliance procedures when documenting and escalating concerns.
Earlier, at KINDRED HOSPITAL, I monitored cardiac rhythms for telemetry patients and maintained monitoring records. My experience also includes Medicare customer support, insurance sales, and financial services training through Year Up United.
