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Work Background
Brakes PlusHelp Desk Administrator
Apr. 2024Centennial, Colorado, United States
Janus Henderson InvestorsInvestor Services
Oct. 2023 - Apr. 2024Denver, Colorado, United StatesProcess financial transactions with precision and accuracy.Provide informed responses to inquiries about retirement and non-retirement investment accounts. Provide technical helpdesk and website support to shareholders. Follow FINRA and SEC regulatory requirements. Deliver exceptional customer service, ensuring investor satisfaction. Gain valuable licenses and in-depth knowledge of the financial industry. Meet quality assurance metrics and call flows.
OrthoFiRegional Coordinator/ Practice Advocate
Jan. 2020 - May. 2021Denver, Colorado, United StatesAssist orthodontic practices with managing their patient accounts and, Insurance claims, submissions, and corrections, practice financial reporting, technical/help desk support assistance and assisting with answering system questions and training, coordinate with various departments to help the practice with any concerns, answer incoming calls, emails, processing ticket requests from practices and various departments within the company using Jira software
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