
Proven leader in customer care at Stockpile Investments of multiple teams, enhancing retention through innovative strategies and CRM expertise. Cultivated strong client relationships and achieved a 90% CSAT rating. Skilled in complaint handling and proactive communication, driving data-driven improvements and aligning departmental objectives with company goals while maintaining compliance procedures. Created teams from the ground up including an off shore call center team.
Finra and SEC Compliance experience
Call center experience
Complaint handling
CRM software