Customer oriented Financial and Customer Service Specialist with excellent problem solving, relationship-building skill, customer service and leadership skills and client and project management skills. Dedicated and motivated to maintain customer satisfaction and contribute to company success with high integrity and strong work ethics; action-oriented with a strong ability to communicate effectively with technology, executive, and business audiences. A reliable and driven specialist who has strong management and prioritization abilities that span over 16 years.
Risk management expertise
Expert in MS Office Suite
Excellent communication skills
Excels in team leadership
Excellent work ethic
Strong interpersonal skills
Cognitive behavioral training
Community service programs
Seasoned in conflict resolution
High customer service standards
Dedicated to process improvement
Call center management experience
Customer service management expertise
Asset Protection Associate08/2016 to CurrentWalmartSaint Louis, MO
Check customers receipts for accuracy
Monitor door and store activity
Assist customers with local of goods or other inquires
Investment Management Specialist03/2015 to CurrentWells Fargo AdvisorsSt. Louis, Missouri
Implement daily account activities such as new accounts, deposits, withdrawals, strategy changes, tax requests and terminations in client accounts Monitor client accounts for investment drift according to various metrics and subsequent rebalancing of outlier accounts.
Construction and review reports relating to various aspects of investment implementation Communicate with financial advisors, traders and custodians relating to portfolio administration and investment implementation issues Ensure department work process is properly documented and followed, and ensuring policies and procedures are in compliance with regulatory requirements Various special management projects to enhance the managed accounts product Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems.
Duties also includes: differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures.
May provide department level reporting using multiple sources.
May provide training or work direction to junior level staff.
Handle multiple tasks concurrently.
Provides back-up for other desks.
May have extensive customer contact; works under minimal supervision.
Service Specialist03/2012 to 03/2015Wells Fargo AdvisorsSt. Louis, Missouri
Interact daily with all advisory product teams to identify and resolve discrepancies between APL and BETA.
Continually assisting in improvement and maintenance of all advisory products, mainly products existing on APL.
Create and maintain databases.
Assist overseas associates on issues with accounts that need further research; continual update of standard operating procedures.
Perform a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of unit functions and systems.
Differentiating, processing, and reconciling transactions; and performing a variety of balancing tasks.
Liaison to other internal departments, including trading, middle office, technology groups and external sources.
Review and reverse commissions on trades that violate the Advisory Program Transition Policy.
Review shell check for product switches; activate or deactivate accounts that have gone through a product switch using BETA and APL.
Provide back-up for numerous department functions.
Managed time and set priorities and deadlines appropriately.
Handle multiple tasks concurrently.
Demonstrated the ability to lead, direct and train others.
Proven ability to apply critical analysis and work in a fast paced team oriented environment with the ability to complete work with a high degree of accuracy under tight deadlines.
Extensive knowledge of BETA, ZMAN and other web based applications; as well as Excel, MS word and other processing databases.
Service Specialist02/2009 to 03/2012Wells Fargo AdvisorsSt. Louis, Missouri
Ensure accuracy and reconcile accounts for the Home Office, Branch and Money Managers.
Primary Diversified Managed Allocations (DMA) Trader, executing trades across mutual funds, securities and Exchange Traded Funds (ETF's) to provide funds for the client, invest funds and rebalance accounts Primary liaison between financial advisors (FA) and money managers to communicate movement of funds within client accounts.
Communicate with branch personnel on escalated items.
Monitor multiple accounts with a $250,000.00 minimum balance Process cash and securities withdrawals for Diversified Managed Allocation accounts.
Notify money managers of deposits available for investment purposes.
Review all accounts to ensure account is in line with each money manager's account model.
Restrict accounts from trading due to invalid transactions Manage monthly distributions to money managers ensuring funds are available for customer withdrawals.
Identify and rewrite detailed policies and procedures for effective methods of communication and continued improvement in daily processes and workflow.
Serve as a mentor to colleagues strengthening their knowledge and understanding of expected team tasks.
Resolved any issues in Wells Fargo internal Champ system.
Bachelor of Arts: General Studies, Minors in Psychology and Criminal Justice2012Columbia CollegeColumbia, MO
Master of Science: Criminal Justice Administration2016Columbia CollegeColumbia, MO
SECURITIES INDUSTRY CERTIFICATE2014
Professional and friendly, Careful and active listener, Multi-tasking, 10-Key, Account Management, Active learning, Client Relations, Computer Proficiency, Advanced and Creative Problem Solving, Critical Thinking, Customer Needs Assessment, Customer Service, Data Collection, Data Entry, Documentation, Email, Executive Management Support, Filing, Internet Research, Report Transcription, Research, Service Orientation, Spreadsheets, Telephone Skills, Time Management, Type 40 WPM, Microsoft Excel, Microsoft Office Suite, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Minute Taking, Multi-Task Management, Organizational Skills, Prioritization, Proofreading, Reading Comprehension