MeKayla Jones
Fort Worth,TX
Summary
Operations professional with solid background in streamlining processes and enhancing operational efficiency. Known for effective team collaboration and achieving results in dynamic environments. Skilled in process optimization and problem-solving, with reliable and adaptable approach to changing needs.
Overview
14
14
years of professional experience
Work History
Brokerage Operations Specialist
First Command Financial Planning
Fort Worth, Texas
10.2011 - Current
- Provide friendly, efficient, and professional services to customers. Work collaboratively with Advisors, Field office Personnel and Home Office staff, focusing on providing timely and effective service and problem resolution. Close 12 to 14 cases per day. Assist Advisors and their staff, via fax, email, or phone, resolving delays and/or errors with various issues.
- Interact, develop, maintain, and grow relationships with Customers, Employees, and Fund Partners. Demonstrate a masterful ability to communicate concepts and strategies, both orally and in writing.
- Maintain and produce procedures, user guides, and effectively communicate process improvement ideas. Assist with programs and outreach as needed.
- Continue to develop stronger understanding of products and the industry.
- Take on additional assignments as required.
- Adhere to company set guidelines, compliance, and quality.
Education
Business in Operations Management
Tarrant County College
Fort Worth, TexasSkills
- Microsoft Office
- NetX360
- Phoenix (AS400)
- Windows
- Salesforce
- Envestnet
- Operational efficiency
- Cross-functional communication
Timeline
Brokerage Operations Specialist
First Command Financial Planning
10.2011 - Current
Business in Operations Management
Tarrant County College