ROBENIA JENKINS
St Louis,MO
Summary
High-achieving Business Associate supporting clients and serving as primary contact for escalations. Excel in building relationships with clients, identifying patterns and trends, and handling client communication. Customer service master and efficient problem solver. Deftly manages administrative functions while delivering thorough answers and solutions to foster exceptional customer experiences.
Overview
11
11
years of professional experience
Work History
Operations Specialist (Contractor) - Customer Account Transfer (CAT) Team
Wells Fargo Advisors
08.2022 - 08.2023
- Open new accounts via Smart Station for transitioning Financial Advisors, while utilizing attention to detail to ensure all documentation has been submitted
- Review account activity utilizing Smart Station and Clientlink for accurate registration of account and rep
- Conduct telephone conferences with Financial Advisor and Client Associate to advise status of account transfer and procedure of how to complete any outstanding task
- Research/Reconcile any issues that may come up regarding newly opened accounts by CAT team.
- Improved operational efficiency by streamlining processes and implementing new systems
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner
- Analyzed data to identify trends and make informed decisions, driving continuous improvement in operations
Operations Specialist (Contractor) - IRA Operations
Wells Fargo Advisors
12.2021 - 06.2022
- Complete IRA request within a timely manner submitted via Smart Station
- Analyze, process, and resolve inquiries submitted by front office associates and provide follow-up if request was rejected
- Successfully worked as a team player within the brand-new organized team and mentored newer associates.
- Enhanced team productivity with effective communication strategies and regular performance reviews
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner
Operations Specialist (Contractor) - Asset Movement
Wells Fargo Advisors
03.2019 - 06.2021
- Establish and maintain procedure for informing management of any account activity that is contrary to government or exchange rules and regulations or firm policies
- Perform services as required by customers, sales staff, and management
- Authorize withdrawal of cash and/or securities from customer accounts.
- Collaborated across departments to identify opportunities for process improvements and increased efficiency
Operations Specialist (Contractor) - IRA Operations
Wells Fargo Advisors
03.2016 - 06.2017
- Spend great amount of time on the telephone with front office team members to ensure they understand the policies and procedures pertaining to IRAs
- Provide excellent customer service to front office team members regarding submitted service request
- Maintain compliance policies of Wells Fargo, while trying to resolve escalated issues of front office associates.
- Improved operational efficiency by streamlining processes and implementing new systems.
- Reduced costs for the department by identifying areas of improvement and proposing cost-effective solutions.
Respite Provider
Karen Fulks Home Health
01.2015 - 01.2016
- Helped elderly clients with their daily personal tasks, such as bathing or dressing
- Provided basic health-related services according to the client's needs, including checking vital signs and/or administering prescribed medication at scheduled times
- Organized clients' daily schedules and planned appointments.
Client Service Consultant (Contractor)
01.2013 - 01.2014
- Reviewed and updated clients' correspondence files in scheduling database
- Entered data into internal computer systems resulting in 95% accuracy
- Responsible for identifying and presenting processes/operational enhancements.
- Developed strong relationships with key clients, leading to increased trust and long-term business partnerships
- Enhanced client satisfaction by providing timely and accurate support for inquiries and concerns
Education
No Degree - Computer And Information Systems Security
Saint Louis Community College
St Louis, MO03.1990
Skills
- Time Management
- Customer Service
- Exceptional Interpersonal Skills
- Verbal and Written Communications
- Issue Management
- Critical Thinking
- Program Evaluation
- Resource Planning and Scheduling
- Unified Communications Integration
Timeline
Operations Specialist (Contractor) - Customer Account Transfer (CAT) Team
Wells Fargo Advisors
08.2022 - 08.2023
Operations Specialist (Contractor) - IRA Operations
Wells Fargo Advisors
12.2021 - 06.2022
Operations Specialist (Contractor) - Asset Movement
Wells Fargo Advisors
03.2019 - 06.2021
Operations Specialist (Contractor) - IRA Operations
Wells Fargo Advisors
03.2016 - 06.2017
Respite Provider
Karen Fulks Home Health
01.2015 - 01.2016
Client Service Consultant (Contractor)
01.2013 - 01.2014
No Degree - Computer And Information Systems Security
Saint Louis Community College
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