Experienced leader with a proven track record in case management and stock plan administration at Morgan Stanley. Managed a high-volume caseload of 150+ cases daily while mentoring new hires to success. Leveraged Salesforce to streamline operations and drive measurable improvements across the organization. Known for strong leadership, time management, and a results-driven approach to enhancing service and efficiency.
● Manage caseload of 150+ cases daily
● Provided accurate information pertaining to Estate processes, court and legal documents
● Gathered feedback from team to present with company analysts that helped with companywide changes on our products and services.
● Managed high value foreign and stock-plan accounts as.
● Pertinent role in implementing callback requests initiative to increase service levels
● Created requirements for valid callback requests to increase efficiency with day-to-daycall volume and case management proficiency.
● Review all incoming callback requests to ensure adequate information was given for optimal customer service for families/loved ones.
● Collaborated with the Product team on multiple occasions to decrease rejected workflows and increase service level
● Team floor lead, assist with team chat, provide relief/support for supervisors
● Mentor to new hires on team and assist with their integration through training