Customer Service / Virtual Assistant

• Collaborate with internal teams, including financial advisers, analysts, and compliance officers, to provide comprehensive client support. • Reviewed customer complaints and inquiries to determine the nature of the issue and gather information from the customer. • Contacted customers to discuss the issue in more detail and work with them to find a solution that met their needs. • Documented the issue in the customer's file to track the issue and ensure that it was resolved in a timely manner. • Processed customer billing inquiries, answering questions about charges, late fees, and payment due dates, and helping customers update their billing information. • Resolved billing issues, investigating, and resolving billing errors, such as duplicate charges or incorrect amounts, and working with customers to create payment plans or waive late fees. • Answered customer calls and responded to their inquiries by providing clear and concise information about the company's products and services, using call center software to access customer account information, and resolving any issues that were raised. • Upsold or cross-sold products or services to customers by recommending additional products or services that were a good fit for their needs.

• Gather and organize client financial information to create a comprehensive financial profile. • Oversee the administration of client accounts, including account openings, transfers, and updates to client information.

• Create financial models and projections to support the development of personalized financial plans. • Prepare financial planning documents ensuring accuracy and compliance with regulatory standards.

• Provide administrative support to financial advisers such as scheduling client meetings, maintaining client records, and managing paperwork. • Efficiently manage tasks and prioritize workload to meet deadlines and ensure timely delivery of financial plans.