ELIZABETH HARRIS
Florissant,MO
Summary
Dynamic professional with extensive experience at Wells Fargo Advisors, excelling in securities processing and regulatory compliance. Proven ability to enhance operational efficiency through process automation and meticulous attention to detail. Strong communicator and problem-solver, adept at building client relationships and driving continuous improvement in service delivery.
Overview
23
23
years of professional experience
Work History
Transit Bus Driver
Metro Call a Ride
01.2003 - 09.2006
- Processed securities transactions accurately to ensure compliance with regulatory standards.
- Assisted in reconciling daily trade discrepancies to maintain operational efficiency.
- Supported client inquiries regarding account services and transaction statuses promptly.
- Ensured compliance with regulatory requirements by meticulously maintaining accurate records of securities transactions.
- Efficiently managed multiple priorities while maintaining strong attention-to-detail skills necessary for accurate processing.
- Expedited asset transfers by collaborating closely with counterparties, custodians, and clients to resolve discrepancies.
- Optimized workflow processes through regular audits of operational procedures, identifying areas for improvement.
Securities Operations Service Specialist
Wells Fargo Advisors
03.2011 - 09.2025
- Processed securities transactions accurately to ensure compliance with regulatory standards.
- Assisted in reconciling daily trade discrepancies to maintain operational efficiency.
- Supported client inquiries regarding account services and transaction statuses promptly.
- Ensured compliance with regulatory requirements by meticulously maintaining accurate records of securities transactions.
- Efficiently managed multiple priorities while maintaining strong attention-to-detail skills necessary for accurate processing.
- Expedited asset transfers by collaborating closely with counterparties, custodians, and clients to resolve discrepancies.
- Optimized workflow processes through regular audits of operational procedures, identifying areas for improvement.
Customer Service Representative
Maxim Health Solutions/Centene
12.2010 - 03.2011
- Provided exceptional support to customers, addressing inquiries and resolving issues promptly.
- Adapted quickly to evolving product knowledge, ensuring accurate information delivery.
- Managed customer accounts effectively, maintaining detailed records and documentation.
- Collaborated with team members to improve service processes and enhance customer satisfaction.
- Handled high-volume calls while maintaining professionalism and efficiency in communication.
- Assisted in training new staff on customer service protocols and best practices.
Inbound Call Specialist
MOHELA
01.2006 - 05.2010
- Handled inbound customer inquiries regarding federal student loan services and repayment options.
- Provided accurate information to borrowers, ensuring clarity and understanding of loan terms.
- Utilized CRM systems to document interactions and maintain up-to-date customer records.
- Resolved customer issues efficiently, enhancing overall satisfaction and support experience.
- Collaborated with team members to improve response times and streamline call handling processes.
- Assisted in training new staff on call protocols and effective communication strategies.
- Monitored trends in customer inquiries to identify areas for improvement in service delivery.
- Participated in ongoing professional development to enhance product knowledge and customer service skills.
- Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
- Contributed to company-wide customer satisfaction improvements by sharing insights gained from inbound call experiences with leadership.
- Collaborated with teammates on special projects aimed at improving overall department efficiency and effectiveness in handling inbound calls.
- Enhanced company reputation by providing exceptional customer service to all callers.
- Updated client records accurately after each interaction, ensuring up-to-date information was available for future reference and followup.
- Adapted quickly to new software, tools, and processes introduced in the call center environment, ensuring seamless integration into daily workflow.
- Maintained a professional demeanor while handling difficult calls, demonstrating empathy and patience when dealing with frustrated customers.
- Improved first-call resolution rates through comprehensive understanding of company products, services, and policies.
- Expedited issue resolution with efficient documentation and escalation of complex cases to relevant departments.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
Automated Office Systems
Vatterott College
MOSkills
- Cash management expertise
- Data analysis capabilities
- Regulatory compliance awareness
- Clearing and settlement
- Process automation
- Risk management proficiency
- Securities processing
- Trade settlement expertise
- Asset servicing
- Operational efficiency improvement
- OTC derivatives experience
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
- Computer skills
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Detail-oriented
- Relationship building
- Microsoft office
- Task prioritization
- Self motivation
- Product knowledge
- Coaching and mentoring
- Client relations
- Analytical thinking
- Conflict resolution
- Documentation
- Know your customer
- Risk assessment
- Complex Problem-solving
- Interpersonal communication
- Continuous improvement
- Adaptability
- Written communication
- Customer needs assessment
- Compliance adherence
- Risk management
- Data gathering
Timeline
Securities Operations Service Specialist
Wells Fargo Advisors
03.2011 - 09.2025
Customer Service Representative
Maxim Health Solutions/Centene
12.2010 - 03.2011
Inbound Call Specialist
MOHELA
01.2006 - 05.2010
Transit Bus Driver
Metro Call a Ride
01.2003 - 09.2006
Automated Office Systems
Vatterott College