Summary
Overview
Work History
Education
Skills
Timeline
Generic

JOANNA CHILDS

Senior Client Service Specialist
Olathe

Summary

Dynamic client service specialist with a proven track record of enhancing client satisfaction and retention through strategic problem-solving and effective communication. Expertise in building strong client relationships and fostering team collaboration to align with evolving needs and objectives. Adept at conflict resolution and process optimization, consistently delivering exceptional support and innovative solutions. Recognized for reliability and a results-driven approach, contributing to positive outcomes in diverse environments.

Overview

14
14
years of professional experience

Work History

Branch Office Administrator

Edward Jones / Long Wealth Management
08.2023 - 11.2024
  • Managed daily operations for a Top 50 Financial Advisor, including scheduling, trading, and transfers
  • Coordinated annual client review schedule and prepared meeting materials
  • Trained team members on firm technology, including Salesforce and MoneyGuide
  • Managed branch social media presence and client communications

Assistant Director

Primrose School at North Olathe
07.2022 - 08.2023
  • Ensured compliance with childcare regulations at local, state, and federal levels
  • Oversaw scheduling and payroll for 50+ staff members
  • Managed daily school operations and compliance in Director’s absence
  • Assisted the Director in developing innovative programs to improve students'' academic performance and retention rate.
  • Developed strong relationships with community partners to enhance educational opportunities for students.
  • Coordinated field trips or off-campus activities that promote experiential learning opportunities outside the classroom setting.

Multiple Roles

Charles Schwab & Co., Inc.
01.2011 - 01.2022
  • Senior Specialist, Books & Records Control | 2019 – 2022
  • Reviewed exception reports, analyzed discrepancies, and identified risk factors
  • Reconciled accounting systems, customer, and broker/dealer accounts
  • Implemented enhancements to improve client and business processes
  • Met strict deadlines ensuring data integrity across departments
  • Specialist, Schwab Performance Technology | 2016 – 2017
  • Delivered accurate daily data to multiple firms, resolving inaccuracies
  • Acted as subject matter expert for advisors and internal partners
  • Investigated and documented portfolio discrepancies
  • Specialist, Asset Reconciliation | 2014 – 2016
  • Reconciled omnibus accounts and resolved breaks
  • Partnered with business units to implement process improvements
  • Maintained compliance and accuracy under tight deadlines
  • Specialist, Clearing Transfers & Trading | 2011 – 2014
  • Processed and researched high-volume transfer requests
  • Executed and quality-controlled trades, reducing company risk
  • Maintained relationships with internal partners, transfer agents, and fund companies
  • Various Locations

Specialist, Portfolio Analyst

AllBackoffice Consulting, LLC
08.2017 - 08.2018
  • Improved internal processes using advanced Excel expertise
  • Developed and implemented staff training programs to increase productivity
  • Generated daily analytics to de-risk firms while managing data inaccuracies and market fluctuations
  • Led client interviews to develop and execute tailored business plans
  • Documented and resolved root causes of portfolio discrepancies
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Streamlined project delivery processes, reducing completion times significantly.
  • Increased efficiency by automating routine tasks with software solutions.

Education

Bachelor of Arts - History

University of Texas At Arlington
Arlington, TX
07.2011

Skills

Administrative oversight

Customer relationship management

Strengthening client connections

Data analysis

Proficient in CRM tools

Accurate funds transfer processing

Client profile development

Effective time management

Skilled in prioritizing concurrent responsibilities

Exhibits professionalism in high-stress situations

Financial services expertise

Process optimization

Development of process guidelines

Timeline

Branch Office Administrator

Edward Jones / Long Wealth Management
08.2023 - 11.2024

Assistant Director

Primrose School at North Olathe
07.2022 - 08.2023

Specialist, Portfolio Analyst

AllBackoffice Consulting, LLC
08.2017 - 08.2018

Multiple Roles

Charles Schwab & Co., Inc.
01.2011 - 01.2022

Bachelor of Arts - History

University of Texas At Arlington

Similar Profiles

CREATE PROFILE
JOANNA CHILDSSenior Client Service Specialist
Want your own profile? Create for free at Zety.com