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Ymari Forbes

@ymariforbes

Dedicated customer service representative with strong data entry skills.

United States
Message

What I'm looking for

I am looking for a role that values customer interaction and offers opportunities for growth.

I am a dedicated professional with experience in customer service and data entry, currently working as an Investor Service Representative at Mission Square Retirement. My role involves assisting clients with various retirement plans, processing investment exchanges, and managing client withdrawals and loan requests. I pride myself on my ability to handle inbound and outbound calls effectively, ensuring that clients receive the support they need.

Prior to my current position, I worked as a Customer Service Representative at Michael & Son Services, where I honed my skills in scheduling appointments and deescalating calls. My experience as a Pharmacist Service Desk Analyst at Concentrix further developed my data entry capabilities and my ability to manage client transactions efficiently. I am committed to providing exceptional service and support to clients in every interaction.

Experience

Work history, roles, and key accomplishments

MR
Current

Investor Service Representative

Mission Square Retirement

Mar 2022 - Present (3 years 4 months)

Provided comprehensive support to clients regarding various retirement plans, including 401a, 401k, and IRAs, handling both inbound and outbound communications. Managed investment exchanges, loan payoffs, and processed client withdrawals and loan requests, ensuring accurate data entry.

MS

Customer Service Representative

Michael & Son Services

Sep 2019 - Jan 2022 (2 years 4 months)

Handled high volumes of inbound and outbound calls, efficiently scheduling appointments for HVAC, plumbing, electrical, and restoration services. Successfully de-escalated challenging customer situations and adapted to remote work operations.

CO

Pharmacist Service Desk Analyst

Concentrix

Jun 2018 - Sep 2019 (1 year 3 months)

Managed client data entry and facilitated inbound and outbound calls to provide essential support. Processed overrides, transactions, and refills, while also providing crucial shipping information to clients.

Education

Degrees, certifications, and relevant coursework

HS

Hermitage High School

High School Diploma, General Studies

Graduated from Hermitage High School in 2018.

Tech stack

Software and tools used professionally

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Ymari Forbes - Investor Service Representative - Mission Square Retirement | Himalayas