Donna Schmidt
Upper Chichester,PA
Summary
Driven and detail-oriented professional with extensive experience at Vanguard/Infosys in customer service and financial product knowledge. Excelled in building client relationships and enhancing customer engagement through effective communication and problem-solving abilities. Demonstrated adaptability and a goal-oriented mindset, significantly improving team efficiency and compliance standards.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Online Services/Correspondence/Registered Representative
Vanguard/Infosys
05.1998 - 06.2024
- Responded to email inquiries from 401(k) plan participants regarding their accounts and handled their complaints.
- Helped answer incoming phone calls from 401(k) plan participants assisting them with their account inquiries.
- Created account correspondence letters requested by 401(k) plan participants and emailed or mailed the letters to them.
- Emailed or mailed account documents requested by 401(k) plan participants.
- Facilitated and organized team meetings.
- Helped create effective presentations for training purposes.
- Trained phone associates on our team's departmental procedures and created job aides to assist them what they learned.
- Assisted Supervisors and Problem Resolution Associates with expediting priority requests in a timely manner.
- Was a vital Go-To person in the department for answering questions due to my knowledge and expertise gained over the years of working in the same role.
- Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
Education
High School Diploma -
Upper Dublin High School
Fort Washington, PA06.1983
Skills
- Customer service and support
- Customer Engagement
- Relationship Building
- Goal-oriented mindset
- Financial product knowledge
- Relationships and rapport
- Regulatory Compliance Knowledge
- Continuing Education Commitment
- Technological proficiency
- Risk Assessment and Management
- Client Relationship Building
- Customer Support
- Telephone reception
- Staff Training
- Performance Improvement
- Systems and software expertise
- Analytical Skills
- Idea Development and Brainstorming
- Process Improvement
- Professional Demeanor
- Written Communication
- Adaptability
- Continuous Improvement
- Time management abilities
- Interpersonal Communication
- Professionalism
- Goal Setting
- Analytical Thinking
- Interpersonal Skills
- Self Motivation
- Team building
- Task Prioritization
- Decision-Making
- Adaptability and Flexibility
- Effective Communication
- Active Listening
- Organizational Skills
- Excellent Communication
- Reliability
- Multitasking Abilities
- Problem-solving abilities
- Attention to Detail
- Time Management
- Customer Relations
- Data entry proficiency
- Client Service
- Market intelligence
- Teamwork and Collaboration
Certification
- Series 6 and 63 licenses with FINRA (Credential ID 3076179)- issued August 1999 expiring October 2025
Timeline
Online Services/Correspondence/Registered Representative
Vanguard/Infosys
05.1998 - 06.2024
High School Diploma -
Upper Dublin High School
Similar Profiles
Sid MacSid Mac
Jr. System Engineer at Infosys Ltd. / VanguardJr. System Engineer at Infosys Ltd. / Vanguard
Sean BarnesSean Barnes
Senior Full Service Relationship Support Representative at Infosys BPM - VanguardSenior Full Service Relationship Support Representative at Infosys BPM - Vanguard
Rashmi HiremathRashmi Hiremath
Full Stack Developer at Infosys With Vanguard As A ClientFull Stack Developer at Infosys With Vanguard As A Client
Deborah TemparaliDeborah Temparali
Cycling Instructor at Anytime FitnessCycling Instructor at Anytime Fitness
Jason ChenJason Chen
Volunteer at Amkor Karate CampVolunteer at Amkor Karate Camp