Melissa Clark
Fort Worth,TX
Summary
Energetic and decisive business leader with 20+ year’s experience in management, sales, customer relations, training, and development. Innovative and persuasive leader with strong visionary and analytical skills which have proven ability to solve difficult business problems while persistently driving to exceed goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.. Qualified by a unique blend of technical knowledge, leadership, and management skills with excellent knowledge of MS Office.
Overview
19
19
years of professional experience
Work History
Implementation Analyst
Austin Private Wealth - Charles Schwab
01.2024 - Current
- Assist team members in ensuring every aspect of client accounts are accurately and properly maintained
- Provide on-going service and support to clients and advisors by providing service that exceeds expectations
- Perform maintenance on existing client accounts on an accurate and timely basis
- See through and complete all workflows that are assigned
- Prepare and complete required paperwork for account set-up and transfers
- Work with home office to ensure accurate account set-up and resolve issues
- Continue to develop understanding of systems and procedures to educate clients on their policies and any new services they acquire
- Run restricted account reports and resolve the issues
- Primary contact of incoming client phone calls and emails.
Implementation Team Lead
Austin Private Wealth - Charles Schwab
01.2019 - 01.2024
- Lead a team of 3-4 people
- Design, develop and maintain workflows
- Lead weekly team meetings
- Manage Team's performance to ensure timeliness, accuracy, compliance, and quality as it relates to the team's Composed and conducted 30-day, 6 month and annual reviews
- Ensure clients requirements are met with high satisfaction
- Conducted phone calls with custodians to research potential issues within client accounts
- Built and maintained a positive and professional relationship with our client base with a focus on service and operations
- Coordinated projects, training, and on-going development of team members
- Adhered to all company and industry supervisory guidelines and policies.
Customer Service Specialist
Austin Private Wealth - Ameriprise Financial Services
01.2015 - 01.2019
- Train and coach my team members on a weekly basis
- Interact directly with clients, provide accurate and immediate solutions to routine transactions and service requests
- Prepare spending trackers, net worth spreadsheets, financial reporting and budget planning
- Manage and resolve client service requests
- Conduct and reconcile transactions on behalf of the advisor
- Prepare reports with financial data as needed specified by the advisor
- Prepare and complete required paperwork for account set-up and transfers
- Work with home office to ensure accurate account set-up and resolve issues
- Maintain files and records in accordance with the records retention policy
- Support other team members when needed
- Process routine service transactions which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals
- Continue to develop understanding of systems and procedures to educate clients on their policies and any new services they acquire
- Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.
Managing Partner
The Gallery
01.2005 - 01.2015
- Responsible for day-to-day management and supervision which includes overseeing personnel, daily inventory control and product placement
- Overseeing daily sales and customer relations
- Buying and selling jewelry and clothing while increasing sales throughout the store.
Account Associate
Staff Care
01.2014 - 01.2014
- Identify and qualify healthcare providers
- Maintain and represent recruiters' pipeline of providers by continued communication to providers via phone and email in order to place providers on client assignments.
Franchise Sales Manager
Crest Foods, dba Nestle Toll House Café by Chip
01.2011 - 01.2013
- Supervises initial inquiries from prospective franchisees
- Performs administrative tasks as needed
- Administers web site inquiries and e-mail
- Manages franchisee prospects and awarding process
- Qualifies potential franchise prospects
- Manage rejection of unqualified prospects
- Closes deals with franchisees and completes sales contracts
- Coordinated and implemented the 2011 and 2012 annual franchisee conference.
Education
Bachelor of Fine Arts -
University of North Texas
Denton, TXSkills
- Sales
- Software Implementation
- Client Relations
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Time Management
- Problem Solving Skills
Timeline
Implementation Analyst
Austin Private Wealth - Charles Schwab
01.2024 - Current
Implementation Team Lead
Austin Private Wealth - Charles Schwab
01.2019 - 01.2024
Customer Service Specialist
Austin Private Wealth - Ameriprise Financial Services
01.2015 - 01.2019
Account Associate
Staff Care
01.2014 - 01.2014
Franchise Sales Manager
Crest Foods, dba Nestle Toll House Café by Chip
01.2011 - 01.2013
Managing Partner
The Gallery
01.2005 - 01.2015
Bachelor of Fine Arts -
University of North Texas
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