Brian McCartney
Fort Worth
Summary
Dynamic professional with versatile skills in project management, problem-solving, and collaboration, offering a fresh perspective and unwavering commitment to quality and success. Recognized for adaptability and a proactive approach, consistently delivering effective solutions that drive results. Proven ability to navigate complex challenges while fostering teamwork and innovation. Eager to leverage expertise in creating impactful outcomes within a forward-thinking organization.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Retirement Distribution Operations Specialist
Charles Schwab & Co Inc
Westlake, TX
06.2023 - Current
- Assisted in managing client inquiries, ensuring timely resolution and satisfaction.
- Executed daily operational tasks, maintaining accuracy in distribution processes.
- Collaborated with cross-functional teams to support project implementation and assist other departments.
- Utilized advanced analytical skills in order to resolve complex operational issues effectively.
- Facilitated team meetings to encourage collaboration and share best practices across the team.
- Average above efficiency goal of 50% and above company average for error percentage
Weekend After Hours
TD Ameritrade
Omaha, NE
08.2011 - 11.2012
- Assisted customers with inquiries and resolved issues promptly.
- Managed high-volume calls while maintaining customer satisfaction standards.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- averaged of 50 calls/day and top performer for average handle time
- achieved 100% customer satisfaction in Q4 2012
Senior Account Services Representative
TD Ameritrade
Omaha, NE
11.2012 - 09.2023
- Top cash management performer in the company with average 175/day
- Actively participated in company-wide training sessions, staying up-to-date on industry changes and emerging best practices in account management.
- Received recognition for outstanding performance in client retention and satisfaction, showcasing commitment to delivering top-notch account services.
- Identified and resolved discrepancies and errors in customer accounts.
Account Services Representative
TD Ameritrade
11.2012 - 01.2016
- Promoted to Elite Service Team on 12/13 from Core Service Team.
Department Supervisor
Best Buy
Minneapolis, MN
03.2004 - 08.2011
- Handled Customer issues for department and at times the store and to create a great customer experience.
- Collaborated with cross-functional teams to improve customer service initiatives.
- Analyzed performance metrics to identify areas for process improvement and cost reduction.
- Improved customer satisfaction by providing exceptional service and addressing concerns promptly.
- Managed daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Trained and mentored staff on best practices and operational procedures.
Education
Associate of Arts - Business
Tarrant County College
Fort WorthSeries 7 & 63 Licenses - undefined
Skills
- Operational efficiency
- Cross-functional communication
- Risk mitigation
- Attention to detail
- Problem-solving
- Analytical thinking
Accomplishments
- Achieved maintaining Service Levels by completing distributions with accuracy and efficiency.
- Supervised team of 8 staff members.
- Customer Relations - Earned highest marks for customer satisfaction, department-wide.
Certification
- Licensed Series 7 & 63 - Oct 2011-present
Timeline
Retirement Distribution Operations Specialist
Charles Schwab & Co Inc
06.2023 - Current
Senior Account Services Representative
TD Ameritrade
11.2012 - 09.2023
Account Services Representative
TD Ameritrade
11.2012 - 01.2016
Weekend After Hours
TD Ameritrade
08.2011 - 11.2012
Department Supervisor
Best Buy
03.2004 - 08.2011
Series 7 & 63 Licenses - undefined
Associate of Arts - Business
Tarrant County College