Candice Wilson
Austin,TX
Summary
Enthusiastic professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, and grow in order to achieve company goals.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Charles Schwab
04.2023 - 02.2024
- Increased client satisfaction by providing education about financial products.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve and improve overall office performance.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed information to clients.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
Accounts Examiner III
Texas Comptroller Of Public Accounts
10.2018 - 07.2022
- Assisted customers with online services and applications.
- Provided assistance on inquiries by determining information needed for resolution.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Interpreted and applied state tax codes for Sale & Use Tax.
- Worked with various departments on integrating new processes for software.
- Updated company tracking system with latest information.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
Internal Revenue Service
Clerk
02.2018 - 11.2018
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Assisted team members with administrative requirements by expertly using diverse office software.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Carried out daily duties accurately and efficiently.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines.
Customer Service Representative IV
Texas Department Of Public Safety
07.2012 - 10.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered high volume internal and external customer telephone calls promptly while providing outstanding customer service.
- Configured hardware, devices and software to set up work stations for new employees.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Kept accurate records of customer support interactions using a internal ticketing system.
Education
High School Diploma -
Lanier High School
Austin, TX05.2010
Skills
- Mainframe Systems
- File and Record Maintenance
- Data Entry
- Regulatory Requirements
- Flexible & Adaptable
- Collaboration
- Administrative Support
- Remote Assistance
- Excellent Verbal Communication Skills
- Mentoring New Hires
Timeline
Financial Services Representative
Charles Schwab
04.2023 - 02.2024
Accounts Examiner III
Texas Comptroller Of Public Accounts
10.2018 - 07.2022
Internal Revenue Service
Clerk
02.2018 - 11.2018
Customer Service Representative IV
Texas Department Of Public Safety
07.2012 - 10.2018
High School Diploma -
Lanier High School
Similar Profiles
Jacob BridgesJacob Bridges
Financial Services Representative at Charles SchwabFinancial Services Representative at Charles Schwab
Sameer GudlaSameer Gudla
Sr. QA Lead & Automation Engineer at Mphasis (Charles Schwab – Tax Cost & Banking Projects)Sr. QA Lead & Automation Engineer at Mphasis (Charles Schwab – Tax Cost & Banking Projects)
Miranda WithersMiranda Withers
Onboarding and Educational Development at Charles Schwab & CoOnboarding and Educational Development at Charles Schwab & Co
Sterling K. SmithSterling K. Smith
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.
Ileana MaldonadoIleana Maldonado
Babysitter at Neighbor/Family FriendBabysitter at Neighbor/Family Friend