Accomplished Senior Operations Specialist with a proven track record at Charles Schwab & Co, enhancing operational efficiency and client satisfaction. Expert in business process improvement and fostering strong team dynamics. Demonstrated leadership in streamlining workflows and developing customer relationships, significantly boosting productivity and operational excellence.
Operational Excellence with clients across the US
Handled High Net Worth clients & Accounts
Business process improvement
Workflow Management
Production Planning & Analytical Skills
Translates Customer Strategy and Needs
Leadership abilities and cross-functional relationships
Knowledge of content & Policies
Customer relationship development
Created & Implement Team Training