Daniela Castro Prado

# Customer experience and operations professional

Location San Jose, Costa RicaDesired Salary 1200 - 1800 USD/monthlyWork preference Remote Only / Full TimeLinks Status   Open to offers Field / Industry Business Development

* SharePreferences:Job Level: SeniorRelocation: NoNotice Period: ImmediatelyCategory: Business DevelopmentSkill Assessments:This user has not passed any tests yet

Languages:  English - Fluent   Spanish - Native or Bilingual

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[Overview](#overview)

## About Me

Customer experience and operations professional with a proven track record of fast learning and delivering high-quality work across diverse environments. Committed to optimizing transaction workflows while consistently exceeding expectations and contributing to organizational goals.

## Skills

### [Problem Solving](https://jobicy.com/talent/problem-solving.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Communication](https://jobicy.com/talent/communication.md)[Data Analysis](https://jobicy.com/talent/data-analysis.md)[Sales](https://jobicy.com/talent/sales.md)[Interpersonal Skills](https://jobicy.com/talent/interpersonal-skills.md)[Documentation](https://jobicy.com/talent/documentation.md)[Troubleshooting](https://jobicy.com/talent/troubleshooting.md)[Technical Support](https://jobicy.com/talent/technical-support.md)[Quality Assurance](https://jobicy.com/talent/quality-assurance.md)[Coaching](https://jobicy.com/talent/coaching.md)[Critical Thinking](https://jobicy.com/talent/critical-thinking.md)[Onboarding](https://jobicy.com/talent/onboarding.md)[Auditing](https://jobicy.com/talent/auditing.md)[Risk Analysis](https://jobicy.com/talent/risk-analysis.md)[Fraud Detection](https://jobicy.com/talent/fraud-detection.md)[Financial Compliance](https://jobicy.com/talent/financial-compliance.md)[CRM Platforms](https://jobicy.com/talent/crm-platforms.md)

## Education

Universidad de Costa Rica  2022  Licentiate Degree, Geology

Universidad de Costa Rica  2016 - 2022  Bachelor, Geology

## Experience

Client Service Associate @ Fisher Investments  Mar 2025 - Present Manage end-to-end documentation and onboarding processes for high-net-worth clients. Review and verify complex legal and financial data, execute and monitor high-priority banking transactions, provide troubleshooting for paperwork and digital onboarding issues, and conduct data verification and fraud detection protocols.

Senior Process Executive @ Infosys BPM  Jun 2023 - Dec 2023 Conducted regular audits to ensure financial processes and reporting adhered to regulatory standards and internal policies. Monitored sales calls and interactions, analyzed customer satisfaction surveys, conducted staff sessions on compliance standards, and evaluated operational risks with mitigation recommendations.

Quality Assurance Specialist @ Infosys BPM  Dec 2023 - Jan 2025 Worked on quality assurance activities supporting financial operations, compliance, and process improvement. Reviewed interactions and processes, provided feedback and coaching, and helped maintain adherence to standards and best practices.