Ana Anderson

Collaborated closely with investment counselors and custodians (Morgan Stanley, Fidelity, etc.) to facilitate the processing of trades and distributions, ensuring timely and accurate execution. Streamlined client communication processes, improving response times and enhancing the overall client experience.

Developed and maintained comprehensive client interactions and transaction documentation, ensuring compliance with regulatory standards and internal policies.

Assisted in onboarding new clients, providing them with the necessary information and resources to understand their investment strategies and account management.

Identified opportunities for process improvements within the client service team, contributing to enhanced operational efficiency and service delivery.

Collaborated with team members to maintain a positive work environment and facilitate communication.

Provided administrative support to the operations team, including record-keeping and task prioritization.

Worked closely with cross-functional teams, including other contact center representatives, HR specialists, and management, to ensure seamless and efficient resolution of employee issues. Escalated complex employee issues to HR management or specialists when necessary, ensuring a seamless handoff and timely resolution.

Provided guidance on HR policies and procedures, ensuring employees understood their rights and responsibilities.

Data Entry: Accurately entered and updated employee information in the company's HRIS system, ensuring all details were current and accurate.

Time Off & Leave: Addressed employee inquiries about time off, leave balances, and leave requests Payroll & Benefits:

Assisted employees with questions related to payroll, benefits, and other compensation-related matters. Employee Service: Provided prompt, accurate, and friendly assistance to employees, ensuring their needs were met and their concerns were addressed.

Issue Resolution: Identified and resolved employee issues, using problem-solving skills and available resources to find appropriate solutions