Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Genee Carr

Dallas Fort Worth,TX

Summary

Dedicated and conscientious self-starter with substantial experience in providing exceptional service to high net-worth clients. Results-driven collaborator that maximizes relationships with business partners to ascertain the best solutions for complex servicing needs. Organized and dependable who is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience

Work History

Institutional Group Enhanced Specialist

Charles Schwab
06.2020 - Current
  • Manage relationships with Registered Investment Advisors as their primary point of contact on specialized team of handpicked dedicated professionals that provide a consultative approach to champion advisory firm success, including organizing meetings to discuss firm goals and explain multi-faceted solutions to provide world class service to clients
  • Actively monitor team workbasket and email box to ensure prompt response to RIA’s requests for ad hoc reporting while providing support to advisors for surprise audit examinations
  • Aid in mitigating risk by submitting reports of potential account exposure and proactively educating advisors about enhanced security options to provide increased account security
  • Handle inbound calls from advisors with varying concerns including money movement, account maintenance status, transfer of accounts, and website navigation issues while providing white-glove service to ensure that client requests are processed efficiently
  • Conduct Side-by-side meetings with colleagues where I listen to calls to identify areas of opportunity and provide feedback to improve individual and team Call Quality metrics

Personal Banker

Wells Fargo
02.2019 - 05.2020
  • Engaged customers in conversation to obtain a comprehensive understanding of their needs to make relevant recommendations of products and services to assist clients in reaching their financial goals
  • Collaborated with business partners such as financial advisors, mortgage specialists, and licensed bankers to ensure seamless client experience that allowed for clients’ to be appropriately addressed
  • Coached team members to identify opportunities to refer customers to designated partners to meet branch and individual customer service and sales goals

Education

Political Science

Long Island University
Brooklyn, NY

High School Diploma -

Langham Creek High School
Houston, TX
06.2009

Skills

  • General Computer Skills: DocuSign, Dropbox Microsoft Office-Excel, Outlook, PowerPoint
  • Proficient in Several Schwab Web applications: Schwab Advisor Center, MyQ, Client Central, Mydata, Bluezone, DisCo, Schwabcom Access
  • Interpersonal Skills: Customer Relationship Management, Customer Communication and Empathy, Presentation skills, Collaborative Team Player, Excellent Written and Verbal Communication

Affiliations

Women of Color Conference Planner

BPACS-DFW

Timeline

Institutional Group Enhanced Specialist

Charles Schwab
06.2020 - Current

Personal Banker

Wells Fargo
02.2019 - 05.2020

Political Science

Long Island University

High School Diploma -

Langham Creek High School

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Genee Carr