Malissa Del cristo

• Assisted advisors with client onboarding processes to ensure a seamless transition for new clients. • Organized nonprofit events to enhance community engagement and support for the firm’s initiatives. • Managed Salesforce for client data organization and scheduling, improving operational efficiency. • Coordinated schedules and opened accounts, ensuring smooth transitions.

• Managed all Reg E claims disputes, ensuring timely and accurate resolution. • Acted as the primary point of contact for all disputes within the company, enhancing customer service. • Oversaw cash flow related to disputes, maintaining financial integrity and transparency.

• Managed daily ATM operations, ensuring seamless cash flow and exceptional customer service. • Onboarded new placements of ATMs and integrated newly acquired companies into operations. • Fostered strong client relationships to enhance service delivery and satisfaction.