Kalah Collins
Charlotte
Overview
5
5
years of professional experience
Work History
Case Advisor
Randstad: Wells Fargo
08.2022 - Current
- Followed company policy, and regulatory knowledge to mitigate risk and provide resolution for customer complaints.
- Collaborated with multiple departments to complete research and obtain resolution to brokerage account related requests.
- Optimized workload management to handle high-volume cases without compromising accuracy or attention to detail.
- Improved case resolution times by streamlining workflow processes and prioritizing tasks effectively.
Client Relationship Associate
Vanguard
01.2022 - 07.2022
- Maintained detailed records of all client interactions in CRM systems for easy access by other team members as needed.
- Assisted customers with opening accounts and signing up for new services.
- Assisted clients with account inquiries, providing accurate and timely information to maintain positive relationships.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Financial Services Consultant
TIAA
06.2021 - 01.2022
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Spoke with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Contact Center Agent
LendingTree
07.2019 - 06.2021
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Addressed customer account discrepancies and concerns.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
Education
Bachelor of Science - Kinesiology
University of North Carolina At Greensboro
Greensboro, NCMBA - Finance
University of North Carolina At Pembroke
Pembroke, NCProfessional Licenses
- Series 6
- Series 7
- Series 63
Timeline
Case Advisor
Randstad: Wells Fargo
08.2022 - Current
Client Relationship Associate
Vanguard
01.2022 - 07.2022
Financial Services Consultant
TIAA
06.2021 - 01.2022
Contact Center Agent
LendingTree
07.2019 - 06.2021
Bachelor of Science - Kinesiology
University of North Carolina At Greensboro
MBA - Finance
University of North Carolina At Pembroke
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