Provided comprehensive phone, live chat, and Microsoft Outlook email support to 75+ C-Level Executives, Board
Members, Analysts, Financial Adivsors, and other investment experts, offering guidance on award-winning board portal solutions such as Nasdaq eVestment Analytics, Market Lens, Research Management, and Holdings Analysis
- Troubleshot 25+ technical/account setting issues across various platforms including iOS, Mac, Windows, and Android, enhancing user experience and satisfaction using Salesforce solution
- Produced 15 customized reports and charts for clients using eVestment Powerlink plugin within Excel, facilitating
informed decision-making and strategic investment endeavors
- Scheduled meetings and coordinated communication with clients using Microsoft Outlook, ensuring efficient and
timely interactions.
- Liaised with internal stakeholders to advocate for clients’ needs, resulting in the creation of 10 bugs/enhancement
tickets using Jira/Confluence, driving platform improvements for enhanced client satisfaction
- Received 5+ exceptional customer service reviews.