Leah Wingert
T. Rowe Price
1
Certification
8
years of professional experience
Dedicated Retail Investment Services Specialist with strong skills in customer support, conflict resolution, and attention to detail. Committed to delivering exceptional service and fostering team collaboration.
Work History
Retail Investment Services Specialist
5 Years- Managed client inquiries, providing accurate information and resolving issues efficiently.
- Managed up to 50 calls per day
- Collaborated with cross-functional teams to streamline service delivery and enhance customer satisfaction.
- Mentored junior staff, fostering professional growth and ensuring high-quality service standards.
- Managed high-volume workloads, prioritizing tasks to ensure timely completion and quality results.
- Developed strong relationships with clients, fostering trust and loyalty through exceptional service delivery.
- Fostered a positive work environment that encouraged collaboration, innovation, and continuous improvement among team members.
- Conducted comprehensive analysis of client feedback to identify trends and implement targeted improvements accordingly.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Met customer call guidelines for service levels, handle time and productivity.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Developed training materials to educate team members on new systems and processes.
Prayer Minister
3 Years 6 Months- Facilitated prayer sessions to support spiritual growth and community engagement.
- Provided one-on-one spiritual counseling, fostering personal connections and guidance.
- Developed and delivered tailored prayer resources for diverse congregational needs.
- Collaborated with ministry team to organize outreach events and prayer initiatives.
- Managed 50-80 calls per shift
Front Office Manager
1 Year 2 Months- Oversaw front office operations, ensuring high standards of guest service delivery.
- Developed and implemented standard operating procedures, enhancing consistency in guest interactions.
- Implemented standard operating procedures, improving consistency in guest interactions.
- Coordinated schedules with housekeeping and maintenance teams to ensure smooth operations.
- Managed inquiries about our food pantry
- Created and maintained lists for the food pantry inquiries
- Created food pantry baskets on an as needed basis
Education
High School Diploma
Bachelor of Arts - Creative Writing
- Dean's List May 12, 2026
- 3.61 GPA
Skills
Client assistance
Sales support
Service optimization
Customer complaints handling
Complaint resolution
Conflict resolution
Quality control
Quality inspection
Customer complaint resolution
Performance goals
Service quality assessment
Client data management
Excellent communication
Listening skills
Client satisfaction monitoring
Documentation management
Issue management
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Licensed retail investment services SIE/ 6/ and 63 - 6 months
Timeline
Retail Investment Services Specialist
T. Rowe Price
06.2021 - 06.2026Read More
Prayer Minister
AWMI
10.2018 - 04.2022Read More
Front Office Manager
Church In The Wildwood
03.2018 - 05.2019Read More
Southern New Hampshire University
Bachelor of Arts from Creative Writing
Read More
Round Rock Highschool
High School Diploma
Read More