Reyna X. Santana
San Diego
Summary
Dynamic professional with extensive experience in client services and operational support. Proven ability to manage multiple client accounts, ensure compliance, and train new team members on best practices. Dedicated to enhancing workplace efficiency and promoting team collaboration through effective communication and problem-solving.
Overview
7
7
years of professional experience
Work History
Client Service Associate
Remotelink Solutions
San Diego
11.2022 - Current
- Supporting a multitude of financial professionals nationwide with operational tasks to ensure a positive client experience.
- Developing and maintaining strong relationships with diverse client accounts.
- Training new team members on service protocols and best practices for client engagement.
- Generating reports detailing the activities of each account, including trade history and portfolio performance.
- Processing new accounts quickly and efficiently while ensuring compliance with regulations.
- Securing and organizing sensitive client data files for efficient digital retrieval.
Administrative Assistant
Premier Workspaces
Del Mar
10.2021 - 11.2022
- Managed scheduling and coordination of meetings for executive team.
- Facilitated communication between departments to enhance collaboration efforts.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Answered questions from customers regarding products and services offered by the company.
- Processed invoices for payment using accounting software applications.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
Registered Behavior Technician
ACES
San Diego
05.2019 - 10.2021
- Implemented prompting techniques to increase client engagement during sessions.
- Monitored client progress and documented behavioral data accurately.
- Assisted patients with activities of daily living to promote independence and skill development.
- Aided patients in performing activities of daily living.
- Coordinated communication among clients, families, and support staff to ensure cohesive care.
- Ensured safety protocols were followed at all times during therapy sessions.
Education
Bachelor of Science - Psychology
San Francisco State University
San Francisco, CA01-2024
Skills
- Advanced in NetX360
- Advanced in Redtail
- Operational support
- Compliance adherence
- Attention to detail
- Client onboarding
- Client rapport
- Business development
- Proficient in Adobe
- Time management
References
References are available on request.
Languages
English
Native/ Bilingual
Spanish
Limited
Timeline
Client Service Associate
Remotelink Solutions
11.2022 - Current
Administrative Assistant
Premier Workspaces
10.2021 - 11.2022
Registered Behavior Technician
ACES
05.2019 - 10.2021
Bachelor of Science - Psychology
San Francisco State University