Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Mariam Hassan

Dacula

Summary

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.

Overview

3
3
years of professional experience

Work History

Beneficiary Services- Case Manager

Morgan Stanley
03.2022 - Current

● 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

Customer Service Representative

Morgan Stanley
09.2021 - 03.2022
  • Delivered high-level customer resolving inquiries efectively
  • Provided client support and resolving account-related inquiries.
  • Maintained high levels of customer satisfaction through effective communication and problem-solving.
  • Identied and implemented process improvements to elevate service quality

Education

Bachelor - Sociology

Kean University
Union, NJ
05.2020

Skills

  • Problem-solving
  • Case management
  • Time management
  • Case documentation
  • Salesforce
  • Leadership skills
  • Microsoft teams
  • Microsoft outlook
  • Mentoring

Languages

Arabic
Professional Working

Timeline

Beneficiary Services- Case Manager

Morgan Stanley
03.2022 - Current

Customer Service Representative

Morgan Stanley
09.2021 - 03.2022

Bachelor - Sociology

Kean University
Mariam Hassan