Summary
Overview
Work History
Education
Skills
Licenses and Certifications
Timeline
Generic

Heather Izzett

Colorado Springs,CO

Summary

Personable leader, adept at recognizing areas of improvement and building professional relationships. Detail-oriented and efficient with strengths in both project and time management. Solid industry background. Problem-solver ready to back up peers and team at any time.

Overview

22
22
years of professional experience

Work History

Special Correspondence Group Supervisor

T. Rowe Price Services, Inc.
06.2022 - Current
  • Developed strong relationships with internal clients, leading to improved relationships with business partners.
  • Managed multiple projects concurrently, prioritizing tasks effectively to ensure timely completion of all deliverables.
  • Delivered exceptional results on key projects by applying effective project management techniques.
  • Mentored a team of 10 to 14 writers, fostering a supportive work environment and promoting professional growth.
  • Evaluated staff performance and provided feedback.
  • Ensured compliance with industry regulations as well as internal policies to mitigate risk to clients and the firm.
  • Assisted in interviewing and hiring of new candidates.
  • Monitored team performance to identify productivity improvement opportunities.
  • Supported staff with developing professional skills and abilities, uplifting team performance.

Special Correspondence Group Acting Supervisor

T. Rowe Price Services, Inc.
11.2021 - 06.2022
  • Assisted with onboarding of contingency writers as well as the day-to-day processes.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Maintained compliance with company policies, objectives and communication goals.
  • Established 1x1s and team huddles, making myself available for questions from these writers who were not familiar with the company or the industry as a whole.
  • Identified strong writers who converted to permanent T. Rowe Price writers and facilitated licensing process.
  • Identified individual writers' unique work styles and adapted management methods.

Special Correspondence Group Compliance Specialist

T. Rowe Price Services, Inc.
10.2021 - 11.2021
  • Assisted in the preparation of regular reports for senior management, detailing compliance activities and progress towards established goals.
  • Served as a point of contact for employees seeking guidance on compliance matters, instilling confidence in the organization''s commitment to regulatory adherence.
  • Answered compliance-related questions sent to the SCG COE inbox from writers.
  • Participated in complaint filing with FINRA, audits, reviewing the correspondence queues for complaints.
  • Participated in quality review for writers, providing feedback when necessary.
  • Became a member of the SCG Training Team.
  • Participated in the assignment of Relationship Manager and escalated requests.

Special Correspondence Group Writer

T. Rowe Price Services, Inc.
12.2019 - 10.2021
  • Utilized exceptional writing, editing and proofreading skills to produce engaging and informative content.
  • Organized material to research and complete writing tasks.
  • Wrote and edited high-quality content to best assist our clients with their inquiries and complaints.
  • Completed thorough research into assigned topics.
  • Became a member of SCG's template governance team.
  • Became a coach for new writers, assisting them with honing their writing skills and content knowledge.
  • Facilitated team meetings and huddles.

Client Retention Associate

Comcast
07.2018 - 12.2019
  • Cultivated and strengthened relationships with existing clients and educated them on account services and capabilities.
  • Made every effort to retain customer relationships and assist them with finding the best services for their budgets and lifestyles.

Development Associate

Griffith Centers for Children
06.2017 - 05.2018
  • Completed projects in alignment with target deadlines and financial objectives.
  • Administered government-supported community development programs and promoted department programs and services.
  • Designed, planned, organized and directed fundraising events.
  • Designed fundraising event invitations and the quarterly newsletter.
  • Processed donations and participated in donor outreach.
  • Responsible for coordinating three large events during the year with a minimum of 300 attendees.
  • Responsible for the solicitation of donations and volunteers to provide holiday gifts, wrapping, and holiday meals for children in the school, children living on campus as residents, and the foster care families and children.

Gift Processing Coordinator

Pikes Peak United Way
03.2016 - 06.2017
  • Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
  • Managed multiple projects simultaneously using organizational and analytical skills.
  • Handled donor correspondence and donations. Identified and corrected issues in donation reporting.
  • Responsible for daily bank deposits and recordkeeping.
  • Entered donor profile and donation data using Andar, following procedures to keep information private.
  • Supported staff on special assignments and ad hoc projects.

College Savings Associate

T. Rowe Price Services, Inc.
04.2014 - 03.2016
  • Assisted clients with transaction requests.
  • Conducted research on the behalf of clients.
  • Educated clients about the regulatory rules related to their accounts.
  • Escalated sensitive and urgent client issues to members of leadership when necessary.
  • Obtained Series 6 and Series 63.

PSC (WISE) Associate

T. Rowe Price Services, Inc.
05.2013 - 04.2014
  • Maintained participant satisfaction by addressing their needs and resolving concerns.
  • Answered participant telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered assistance to participants, paying attention to special needs or wants as well as unstated needs.

Membership Coordinator

USA Racquetball
09.2002 - 05.2013
  • Maintained membership database, ensuring that all information was current and accurate.
  • Actively engaged members over the phone, via email, and in person.
  • Identified issues and immediately stepped up to guarantee speedy and effective resolutions.
  • Delivered exceptional service to every member by leveraging extensive knowledge of the programs and creating welcoming, positive experiences.
  • Investigated and resolved member inquiries and complaints quickly.
  • Delivered prompt service to prioritize members' needs.
  • Assisted in the production of three to four events each year with a minimum of 400 members at each event.

Education

Associate of Science - Applied Science - Medical Assisting

Blair College
Colorado Springs
07.2002

Skills

  • Team Engagement
  • Priority Management
  • Administration and Reporting
  • Identifying Trends
  • Collaboration
  • Relationship Building
  • Verbal and written communication
  • Complaint Handling
  • Project Management

Licenses and Certifications

  • Series 7
  • Series 63
  • Series 24
  • EDGE Graduate (2021)

Timeline

Special Correspondence Group Supervisor

T. Rowe Price Services, Inc.
06.2022 - Current

Special Correspondence Group Acting Supervisor

T. Rowe Price Services, Inc.
11.2021 - 06.2022

Special Correspondence Group Compliance Specialist

T. Rowe Price Services, Inc.
10.2021 - 11.2021

Special Correspondence Group Writer

T. Rowe Price Services, Inc.
12.2019 - 10.2021

Client Retention Associate

Comcast
07.2018 - 12.2019

Development Associate

Griffith Centers for Children
06.2017 - 05.2018

Gift Processing Coordinator

Pikes Peak United Way
03.2016 - 06.2017

College Savings Associate

T. Rowe Price Services, Inc.
04.2014 - 03.2016

PSC (WISE) Associate

T. Rowe Price Services, Inc.
05.2013 - 04.2014

Membership Coordinator

USA Racquetball
09.2002 - 05.2013

Associate of Science - Applied Science - Medical Assisting

Blair College

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