Lisa M
Customer Service and IT Training Professional | Financial Industry
Profile
Customer service professional with over 15 years of experience in the financial services space. A high-aptitude for tech, trains end client users and internal team members on software systems and websites. Known for taking difficult clients and turning their experiences positive, enhancing loyalty and value to the company.
Key Skills & Competencies
- Client Account Management
- Customer Service
- Training for IT Systems
- NASD Series 6, SPARKS certification
- Microsoft Office Suite, OMNI 5.5 and 7.4
Professional Experience
Senior Plan Manager VOYA, Hartford, CT 15 years
International financial services corporation
- Manages relationship between the client and Voya, which included handling client questions and problems via phone or email
- Trains and supports new hires, clients and teammates on IT Systems
- Assists teammates with researching and troubleshooting client issues.
- Provides client and internal user feedback to the website development team
- Works with the onboarding and processing teams to improve internal communication
Account Management, VOYA FINANCIAL ADVISORS, Windsor, CT 2 years
Brokerage firm providing retirement planning and investment products
- Supported back office. Answered client questions regarding their accounts.
- Assisted with client meetings in the field. Provide participant website walk-throughs.
Massage Therapist, HEADLINERS SALON & SPA, Tolland, CT 7 years
Offering hair and spa services
- Provided spa services including massage and body treatments
- Maintained and increased client base
- Assisted with training new hires on procedures and services
Community Experience
Education
B.S., Animal Science, University of Connecticut – Storrs, CT
Other Experience/Awards/Publications