Jhanessa Peredo

Jhanessa Peredo

About

Detail

Customer Relationship Advocate at Empower
Colorado, United States

Timeline

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Job
school
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Résumé

Jobs verified_user 0% verified
  • Empower
    Finance Specialist
    Empower
    Jun 2024 - Current (2 years 4 months)
    Review participant accounts and complete proper verification to process withdrawals, deferral amount
    adjustments, loan requests, and provide plan specific information regarding their retirement accounts.
    ●
    Effectively worked with management and team members to strengthen techniques used to improve
    participant satisfaction.
    ●
    Analyze and create internal cases for participant accounts, to ensure that the processes used meet business
    standards.
    ●
    Utilized empathy and active listening to dissolve conflict with customer complaints, resulting in improved
    customer satisfaction and retained business relationships.
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments
    Oct 2023 - Apr 2024 (7 months)
    ●
    Prepared for the SIE, Finra Series 7 and Series 63 exams.
    ●
    Completed verification process for clients to transact money movement transactions, change account
    information, and review account balances/holdings.
    ●
    Delivered excellent account service to strengthen client satisfaction.
    ●
    Efficiently answered client questions about service products, account fees, and firm policies.
    ●
    Collaborated with team members and leaders to strengthen customer service skills and analyze possible call drivers
  • Ameriprise Financial Services LLC
    Financial Services Support Specialist
    Ameriprise Financial Services LLC
    Jan 2022 - Current (4 years 9 months)
    ●
    Utilized conflict resolution strategies to successfully resolve customer disputes and issues.
    ●
    Analyzed customer feedback to identify trends and develop strategies to improve customer service.
    ●
    Handled customer inquiries, complaints, and requests in a professional and timely manner.
    ●
    Prepared monthly reports on customer satisfaction (scores 90–98% consistently).
    ●
    Coordinated training sessions to further improve knowledge and service skills for on-boarding employees.
  • Walmart
    Order Fulfillment Associate
    Walmart
    Jan 2020 - Nov 2021 (1 year 11 months)
Education verified_user 0% verified
  • University of Colorado Denver
    Bachelor's degree, Business Administration and Management, Finance
    University of Colorado Denver
    Jan 2025 - Jul 2025 (7 months)