Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Raquel Scaggs

Fort Worth

Summary

Professional sales support specialist equipped to optimize customer satisfaction and streamline processes. Adept at team collaboration, problem-solving, building customer relationships, understanding customer needs, and adjusting to evolving business needs. Strong skills in Microsoft software, communication, interpersonal skills and multitasking. Known for reliability and results-driven approach.


Overview

9
9
years of professional experience

Work History

Sales Support Specialist

Charles Schwab
01.2023 - Current
  • Assisted Advisors with sales needs such as Master Creations, DBAs, Logos, M&A, Address Changes, Statement Preferences, MIDs, and other related sales activities.
  • Assisted in the development of custom solutions for Advisor's unique needs through active participation in brainstorming sessions with the Relationship Manager.
  • Coordinated calls and resources to handle special Advisor requests.
  • Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
  • Expedited product delivery times for enhanced customer satisfaction through close coordination with internal partners.
  • Participated in sales strategy meetings to provide valuable input for the Advisors.

Account Service Representative

Charles Schwab
09.2018 - 01.2023
  • Streamlined internal processes for improved efficiency and increased productivity within the team.
  • Enhanced client satisfaction by efficiently addressing and resolving account-related issues.
  • Delivered prompt service to prioritize customer needs.
  • Delivered efficient service by disbursing assets via wire, check, ach, and internal movements

Department Manager

Walmart
07.2016 - 09.2018
  • Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
  • Established clear performance expectations for staff members which led to increased accountability.
  • Implemented cross-training initiatives for employees, increasing overall departmental knowledge and versatility.
  • Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
  • Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
  • Led a team of professionals to consistently achieve or exceed performance targets.

Education

BBA - Entrepreneurship

University of North Texas
Denton, TX
12-2017

Bachelor of Arts - Theater

University of North Texas
Denton, TX
12-2017

Skills

  • Customer relationship management
  • Customer needs assessment
  • Complaint resolution
  • Microsoft office expertise
  • Teamwork and collaboration
  • Problem-solving
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Customer satisfaction

Accomplishments

  • SIE
  • Series 7
  • Series 63
  • Series 24

Timeline

Sales Support Specialist

Charles Schwab
01.2023 - Current

Account Service Representative

Charles Schwab
09.2018 - 01.2023

Department Manager

Walmart
07.2016 - 09.2018

BBA - Entrepreneurship

University of North Texas

Bachelor of Arts - Theater

University of North Texas
Raquel Scaggs