Overview
Work History
Education
Professional Licenses
Timeline
Generic

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, NC

MBA - Finance

University of North Carolina At Pembroke
Pembroke, NC

Professional 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
Kalah Collins