Bilingual Customer Experience & Client Success professional with over a decade experience in financial services, delivering high-quality support across complex, high volume environments.
Strong expertise in 401(k) plan education, investment fundamentals, CRM platforms(e.g. Zendesk, Salesforce, etc.), endpoint and network troubleshooting helpdesk support, and software support.
Recognized for resolving technical and access issues efficiently while maintaining high client satisfaction, compliance, and data security standards.
An experienced video content creator as well, maintains a social media presence.
