Fiduciary Associate Manager

Jun 2024 - Jun 2026

Provide strategic oversight in fiduciary operations by managing associate teams, ensuring adherence to regulatory standards, and maintaining the highest levels of client trust. Implement risk-mitigation practices, streamline fiduciary processes, and foster collaboration across departments to deliver consistent, compliant outcomes.

Lead Securities Operations Representative

Apr 2021 - Jun 2024

Contributed to operational efficiency by ensuring accuracy in trade support processes and fostering collaboration with stakeholders. Maintained compliance standards while streamlining workflows for periodic investments and voluntary share class exchanges.

Asst. Documentations Manager

Jan 2021 - Apr 2021

Provided management support to Education Specialist.

Service Manager

Mar 2020 - Dec 2020

Provided management support to claims adjusters focusing on achieving their goals and delivering quality assistance to UK policyholders.

Technical Claims Officer

Mar 2016 - Mar 2020

Resolved escalations and complaints on high-level processes, identifying gaps to maintain a high level of service at all times.

Claims Officer

Jan 2013 - Mar 2016

Provided claims assistance from lodgement to finalization for motor vehicle, boat, and caravan policyholders in Australia.

Resolution Specialist

Sep 2010 - Dec 2012

Resolved disputes and complaints resulting from buyer and seller miscommunication, including initiating refunds when necessary.

Customer Service Representative

Jul 2007 - Sep 2010

Provided world-class customer service to PayPal account holders, including basic troubleshooting on app and service usage.

Customer Service Representative

Jun 2006 - Jun 2007

Sold and upsold dish cable subscriptions.