Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Specialist
Charles Schwab
Indianapolis, IN
01.2018 - Current
Assessed customer needs and developed solutions to meet those needs.
Coordinated with other departments to ensure successful completion of projects.
Implemented best practices in the use of tools and technologies related to assigned duties to ensure compliance with law and Schwab policy
Analyzed complex problems and identified effective solutions.
Reviewed processes and procedures to identify areas of improvement.
Specialist- Retirement Services
Charles Schwab
Indianapolis, IN
01.2012 - 12.2017
Provided technical support for customers in resolving complex issues.
Exercised versatility in fast-paced, agile work environments.
Participated in ongoing training and compliance activities.
Managed and resolved incidents according to service agreements.
Leveraged specialized knowledge to act as subject matter expert within organization.