Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Cadeen Morrison

Kingston,

Overview

5
5
years of professional experience
1
1
Certification

Work History

Client Services Representative

BPM Financial Limited
10.2023 - Current
  • Provides support to financial advisors to ensure that all the required information and documentation for creating new client accounts is collected, verified and stored to ensure that regulatory standards are met.
  • Ensures adherence to compliance by supplying clients with necessary account initiation documents and verifying the accuracy of completed forms and provided documents.
  • Ensures that a positive onboarding experience is provided to all new clients, including following up with clients to ensure that initial deposits are made to initiate account opening.
  • Accurately create Investment, Loans and Pension accounts and update client records, as required.
  • Stays updated on financial markets and economic conditions through education, reading and networking.
  • Participates in sales and promotional activities, special events, trade shows, conferences and
    projects.
  • Handles customer complaints in a calm and professional manner and works to find solutions.

Customer Service Subject Matter Expert

Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023
  • Provide vital assistance to team members by effectively managing and resolving over 50 escalations daily, ensuring that issues are promptly addressed.
  • Consistently exceed targets by successfully motivating and guiding over 30 customers daily to bring their collection accounts current, showcasing strong communication and negotiation skills.
  • Facilitate new trainees by providing guidance, support, and feedback to help them develop their skills and confidence in handling customer inquiries.

Insurance Sales Representative

MGI Insurance Brokers
01.2020 - 06.2021
  • Reviewed clients needs to determine appropriate policy offerings.
  • Generated sales by contacting at least 20 active and prospective clients per day recommending various insurance policies and add-ons.
  • Monitored company's social media presence across Instagram and Facebook platforms.
  • Generated invoices for clients on Quickbooks and processed POS payments.

Customer Relations Representative

Courts Jamaica Limited
08.2019 - 12.2019
  • Managed approximately 50 incoming calls, walk-ins and emails per day.
  • Contacted customers after completed sales to suggest additional services and inquire about needs or concerns.
  • Assisted sales, marketing and management teams to develop solutions and accomplish shared objectives.

Education

Bachelor of Science - International Relations

University of The West Indies
Kingston, Jamaica
07.2019

High School Diploma & Associate Degree -

Meadowbrook High School
Kingston, Jamaica
06.2015

Skills

  • Time Management
  • Adaptability
  • Customer Relationship Management
  • Problem solving
  • Detailed Oriented
  • Teamwork

Certification

  • Caribbean Securities Certification -May 2024

Jamaica Stock Exchange

  • Customer Service Certificate -May 2024

The Jamaica Customer Service Association

Accomplishments

    Sutherland Global Services

  • Certificate of Appreciation for consistency in assisting customers quickly and effectively.

Timeline

Client Services Representative

BPM Financial Limited
10.2023 - Current

Customer Service Subject Matter Expert

Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023

Insurance Sales Representative

MGI Insurance Brokers
01.2020 - 06.2021

Customer Relations Representative

Courts Jamaica Limited
08.2019 - 12.2019

Bachelor of Science - International Relations

University of The West Indies

High School Diploma & Associate Degree -

Meadowbrook High School

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Cadeen Morrison