Tulsa, Oklahoma, United States
I was more than half way through training when my baby brother passed away unexpectedly. Anyone who has been through training knows, missing 1 day is crucial. I had to miss 3.
• Assisted clients with retirement plan inquiries and requests, ensuring high customer satisfaction • Generated forms for requested services promptly and accurately • Educated clients on utilizing online services for easier access to information • Answered 60-80 calls per day, demonstrating strong communication and problem-solving skills