Kimberly Milligan
About Kimberly Milligan
Kimberly Milligan is a Client Experience Associate at Wealthsimple in Toronto, Ontario, Canada, known for her exceptional performance and client support skills.
Title
Kimberly Milligan holds the position of Client Experience Associate at Wealthsimple. She has been with the company since 2021, based in Toronto, Ontario, Canada. In this role, she is responsible for providing exceptional client support and ensuring the complete resolution of client requests.
Current Position at Wealthsimple
At Wealthsimple, Kimberly Milligan excels as a Client Experience Associate. She consistently achieves a monthly CSAT score of over 90%, demonstrating top performance on her team. She manages support for over 50 clients daily through various channels, including phone, email, and chat. Kimberly is known for exceeding daily and monthly volume metrics, such as chat and phone handle time, daily solves, and channel adherence. She takes ownership of the client experience from start to finish, navigating multiple applications to resolve client requests efficiently. Additionally, she provides valuable client feedback to internal stakeholders to continuously improve client satisfaction.
Previous Roles
Before joining Wealthsimple, Kimberly Milligan worked in several roles that honed her customer service and management skills. In 2021, she served as a Provider Acquisition Associate at Thriver for four months. From 2015 to 2021, Kimberly was a Service Manager at JOEY Restaurant Group, where she led service operations for six years. Prior to that, she worked as a Server at SIR Corp's Jack Astor's Yonge and Dundas location from 2014 to 2015.
Education and Expertise
Kimberly Milligan completed her Bachelor of Commerce (B.Com.) in Business Management, with a major in Global Management and a minor in Finance, from Ryerson University. She studied at the institution from 2019 to 2022. Her educational background has equipped her with a solid understanding of business operations and financial management, enhancing her capabilities in client experience roles.