Nicole Glenney
Sunnyvale,CA
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Relationship Specialist
Charles Schwab
04.2022 - Current
- Improved training efficiency by creating comprehensive onboarding document for new employees reducing ramp-up time by 50%
- Orchestrated multiple employee and client events per week for up to 100 attendees, by coordinating food deliveries, accommodations, and attendance while staying within the allocated budget
- Assisted a team of five VP Financial Consultants by handling administrative tasks, thereby freeing up 10 additional hours per day for them to directly engage with clients
- Oversaw branch calendar on Microsoft Outlook to accurately schedule events and appointments, prioritizing client engagement and preventing overlaps.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Client Service Specialist
TD Ameritrade
05.2021 - 04.2022
- Spearheaded dynamic company events for clients, ensuring meticulous attention to detail and creativity in execution
- Optimized branch filling system which resulted in reducing time locating files by 6 hours per day
- Encouraged networking among the team, promoting collaboration and innovative best practices.
Shift Supervisor
Starbuck Coffee Company
10.2016 - 03.2021
- Maintained composure under pressure, enabling effective decision-making and sound judgment
- Applied creative problem-solving to address challenges efficiently and effectively
- Utilized time management techniques to meet deadlines
- Encouraged and empowered a team of 15 people to make decisions focused on a customer-centric experience for satisfaction and loyalty.
Education
High School Diploma -
Spearfish High School
Spearfish, SD05.2015
Skills
- Teamwork
- Leadership
- Proactivity
- Communication
- Customer Service
- Troubleshooting
- Attention to Detail
- Time Management
- Microsoft Products
- File Organization
- Clerical Support
- Scheduling
Certification
California Notary Republic
Timeline
Client Relationship Specialist
Charles Schwab
04.2022 - Current
Client Service Specialist
TD Ameritrade
05.2021 - 04.2022
Shift Supervisor
Starbuck Coffee Company
10.2016 - 03.2021
High School Diploma -
Spearfish High School
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