Alison Woodward
Topeka
Summary
Accomplished Advisor Service Representative at AE Wealth Management, leveraging strong interpersonal skills and problem-solving abilities to ensure advisor satisfaction on behalf of their clients. Highly organized with effective communication, while contributing to process improvements and maintaining the high service standards AEWM is known for. Excelled in multitasking across diverse roles and demonstrating critical thinking while achieving daily responsibilities and goals individually and as a teammate.
Overview
7
7
years of professional experience
Work History
Advisor Service Representative
AE Wealth Management
09.2024 - Current
- Use previously gained knowledge from nearly two years at AEWM to provide expert service to our advisor base over the phones.
- Assist in maintaining our email SLA's by providing prompt and thorough responses to advisor inquiries received in the Wealth Operations inbox.
- Continue helping in the eSignature and AE Command processing queues as needed.
Advisor Service Associate
AE Wealth Management
02.2023 - Current
- Worked with advisor staff to ensure that account opening and maintenance documents were submitted to the appropriate custodian and processed accordingly.
- Implemented internal procedures to ensure high volumes of eSignature documents would be processed accurately and efficiently.
- Worked to identify trends that might improve internal procedures to better serve our advisor base.
- Communicated with advisors and service teams at the respective custodians to resolve requests and or items that were received and deemed not in good order.
Administrative Assistant
Topeka Public Schools USD 501
03.2018 - 02.2023
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors, staff, and students.
- Maintained confidential health, athletic, and school records for the Kansas State High School Athletics Association
- Ensured accurate record-keeping of student and staff data.
- Created and published monthly schoolwide newsletter and other announcements as needed.
Education
High School Diploma -
Topeka West High School.
TopekaSkills
- Problem-solving
- Strong interpersonal skills
- Multitasking and organization
- Critical thinking
- Effective Communication Skills
- Detail oriented
- Precise record keeping
Timeline
Advisor Service Representative
AE Wealth Management
09.2024 - Current
Advisor Service Associate
AE Wealth Management
02.2023 - Current
Administrative Assistant
Topeka Public Schools USD 501
03.2018 - 02.2023
High School Diploma -
Topeka West High School.
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