Charleena Gayle
Client Service Associate @Fisher Investments
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WORK HISTORY
Client Service Associate @Fisher Investments
Answers 90-100 daily investment counselor calls regarding high AUM clients, account detail verification, and brokerage partners’ customer service departments • Collaborates with cross functional teams to provide solutions on improving customer and business outcomes, and operational efficiencies • Exceeded target call rates by managing a 70% influx of hotline calls during demanding tax and required minimum distribution seasons • Manages operational account tasks like ownership, security settings, investments, beneficiaries, and recurring cash distributions • Utilizes Salesforce\'s reporting and analytics functions to identify emerging trends and provide data-driven proposals for enhancing the overall client experience.
EDUCATION
St. John's University
Early Childhood Education and Teaching
University of Central Florida
Bachelor of Science - BS, Psychology
SKILLS
ABOUT CHARLEENA GAYLE
Dynamic and customer-focused professional with a proven track record in risk analysis…
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