Years of experience: 7
Call CenterCustomer Support RepresentativeUndergraduate StudentGraduate StudentCustomer ServiceOffice Assistant
Trust Score
Highly reliable; strong professional involvement.
Jolene's Career Path
Dec. 2023 -Present
Beacon PointeSenior Account Services Associate
Scottsdale, Arizona, United StatesAs a member of the Client Service Department, this role is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. The duties include portfolio maintenance, onboarding of new relationships, database management and client service.
Jul. 2021 -Dec. 2023
Charles SchwabAdvisor Services
Phoenix, Arizona, United StatesAssist advisors with transactional requests through a mix of inbound and outbound calls related to money movement, transaction status, and transfer of accounts.
Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills
Champion client use of Schwab’s digital platform and provide website navigational support by leading with...
Jan. 2021 -Jul. 2021
City Health Urgent CareMedical Tester
San Francisco Bay AreaCOVID-19 Nasal Sample Collection Administer, process and document rapid COVID-19 as well as RT-PRC tests ID Now Antigen. Use Laboratory Information System(LIS) software to create test orders. Track patient information in browser based spreadsheets and send results.