LINDSAY SKEELS
Summary
Dynamic Financial Services Professional with a proven track record at Charles Schwab, recognized with the CEO Award for exceptional performance. Skilled in cross-functional collaboration and conflict resolution, I excel in nurturing client relationships and leading teams to achieve superior service outcomes. Committed to continuous improvement and delivering impactful results.
Overview
5
5
years of professional experience
Work History
Sr. Specialist, Partner Support
Charles Schwab
Westlake, TX
01.2024 - Current
- Received an Exceeds Expectations in 2024.
- Established a transparent team outlook through close cooperation with leadership.
- Addressed challenging problems with prompt resolutions ensuring exceptional service delivery.
- Effectively completed daily tasks, consistently resolving an average of 50 cases weekly.
- Worked effectively in team environments to make the workplace more productive.
- Evaluated processes using new DOA skills to spot areas for enhancement.
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Offered tailored solutions that boosted team consistency and performance.
Financial Services Professional
Charles Schwab
Westlake, TX
03.2021 - 01.2024
- Exceeded Expectations in 2021.
- Earned the CEO Award in 2022.
- Cross-trained in CRSS Tax, Cost Basis, and Retirement Service Calls.
- Implemented manager feedback to enhance metric performance maintaining a 91.82% WFM Adherence YTD while fostering a Issued Resolved of 91.53 YTD.
- Scheduled follow-ups for clients, demonstrating maximum ownership and issue resolution.
- Conducted real-time ghosting sessions for immediate performance improvement input.
- Led Player-Only Huddles.
- Nurtured client relationships through the effective implementation of the EDGE model.
- Collaborated with leadership on strategies for role expansion and talent identification.
- Developed and executed an effective self-study plan to excel in licensing exams.
- Supported team members in licensing process by providing guidance and addressing inquiries.
- Delivered comprehensive details on brokerage and bank accounts.
- Improved knowledge and productivity through continuous education and learning from senior team leaders.
CS&S Password Reset- Team TXW/TXX
RandstadUSA
Westlake, TX
03.2020 - 03.2021
- Established meaningful connections with clients by explaining processes to enhance comprehension.
- Shared gained knowledge to assist fellow teammates with client calls.
- Applied conflict resolution skills to defuse tense interactions with clients.
- Worked with specialists across the organization to address customer needs, fostering one-call resolution.
- Exceeded goals with a wrap of 8% and adherence to 95.8% YTD.
- Actively participated in assisting management with training resources for new hires.
- Elevated customer service by actively implementing management feedback for world-class service.
- Delivered fast, friendly, and knowledgeable service while asking clarifying questions to determine clients' needs.
Education
Series SIE, 7, 63, 9/10 -
FINRA
Westlake, TXLife & Health Insurance License -
Texas License
Bachelor of Science - Business Administration
South University
Savannah, GA2015
Timeline
Sr. Specialist, Partner Support
Charles Schwab
01.2024 - Current
Financial Services Professional
Charles Schwab
03.2021 - 01.2024
CS&S Password Reset- Team TXW/TXX
RandstadUSA
03.2020 - 03.2021
Series SIE, 7, 63, 9/10 -
FINRA
Life & Health Insurance License -
Texas License
Bachelor of Science - Business Administration
South University
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