Bio
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Topline AI
Tara Samuel is a seasoned professional with 15+ years of experience in process improvement, relationship management, and financial services. She has held leadership positions in call centers and program management, and has expertise in areas like vendor management and employee benefits. Tara has a degree from Northeastern University's School of Nursing.
Experience
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United States
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Machinery Manufacturing
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1 - 100 Employee
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Parts Sales Manager
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Jan 2019 - Present
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Service Coordinator, Customer service
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Mar 2015 - Jan 2019
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DST Retirement Solutions
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Quincy, MA
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Senior Adjustment Specialist
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Mar 1998 - Jun 2013
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Quincy, MA
My responsibilities included the research and resolution of account out of balances involving our DST system, NSCC fund families and TA2000 systems. I worked closely with our internal and external clients through this process to ensure the communication and resolution are done smoothly and efficiently. This also allowed me to identify any process improvements, training needs and possible system enhancements that could help improve our customer service to our clients.
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Education
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1998 - 2001Northeastern University
NE School of Nursing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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