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
Similar Profiles
Laura HaddenLaura Hadden
Compliance Specialist at Randstad/Wells FargoCompliance Specialist at Randstad/Wells Fargo
Devante CarterDevante Carter
Sr Technical Recruiter Consultant at Randstad/Wells FargoSr Technical Recruiter Consultant at Randstad/Wells Fargo
Michael J. RamirezMichael J. Ramirez
Senior Quality Assurance Administrator at Randstad – Wells FargoSenior Quality Assurance Administrator at Randstad – Wells Fargo
Chanisse BatesChanisse Bates
Customer Pickup Coordinator at FedEx GroundCustomer Pickup Coordinator at FedEx Ground
Tavis MackTavis Mack
Gender Affirming Navigation Specialist at Planned Parenthood South AtlanticGender Affirming Navigation Specialist at Planned Parenthood South Atlantic