I am currently employed as a Financial Content Analyst in FACTSET, a Financial Services Company based in the US which houses several sites across the globe. I started here as a Data Entry Analyst, a role which requires acquiring first hand data from international companies through phone and email correspondence. I also performed research tasks as needed.
After 10 months, I got promoted as a Financial Content Analyst, a role which requires several tasks to ensure the smooth operation in the production floor resulting to client satisfaction.
The tasks include:
1. email correspondence with multi-national and institutional clients (external clients)
2. email and chat correspondence with colleagues (internal clients)
3. workforce scheduling to ensure transcripts are delivered on a desired estimated turn around time
4. prioritize events according to market demand
5. troubleshoot technical issues to ensure quality transcripts are being delivered.
6. research to satisfy client queries
7. train and mentor newly hired Data Entry Analysts and Financial Content Analysts
I worked as a trainer for 5 years in a BPO industry specializing in Customer Support and Order Management lines of business.
The tasks include the ff:
1. Conduct instructor led training classes and online training classes to newly hired agents and existing agents.
2. Conduct reinforcement classes to existing agents.
3. Conduct train the trainer sessions
4. Mentor trainers in performing their training tasks
5. Conduct onsite and online meetings with major stakeholders: clients, quality, operations, workforce to keep them abreast with training activities and changes in processes.
6. Create training materials for training classes
7. Update major stakeholders with the changes in the processes through training flash
8. Conduct Training Needs and Analysis
9. Process Training Invoice
10. Schedule training classes for the training team.
11. Participate in the process improvement projects
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