Sabrena Bothwell
Treynor,USA
Overview
10
10
years of professional experience
Work History
Estates ACT Professional
Charles Schwab
05.2023 - Current
- Featured in the Estates Town Hall as a panelist to give insite to the Advisor Services role
- Provide support to associates on their cases with questions on our processing procedures
- Facilitated team turbos to go over business information as well as team information
- Assisted other associates in learning our Advisor Services role who were thinking of applying.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and updates
Estate Relationship Specialist
TD Ameritrade-Omaha Nebraska
01.2021 - 05.2023
- Identify, discuss, implement, and follow up with new issues within the Problem Solving Team
- Own cases from start to finish working with the clients to provide them with contact information either by phone or email until the case was resolved
- Interpreting and processing legal documentation & Mitigating financial and legal risk to the firm
- Reviewing and processing paperwork, and general inquiries from clients, attorneys, and internal business partners
- Positively promotes Charles Schwab while in the office and out of it
- Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
- Strengthened client relationships by addressing needs and providing personalized solutions.
Client Account Services - Maintenance
TD Ameritrade-Omaha Nebraska
07.2017 - 12.2020
- Full time associate responsible for the processing of client requests routed via fax, mail, and email through the imaging workflow system.
- New Account Opening / Resolution, Account Registration Change, Pin/Password Change & Expedite Processing Requests.
- Made outbound calls to clients to retrieve any missing information needed to complete the request at hand
- Special assignments to help with any possible seasonal volume changes such as working in Expedites, the Address Report, helping associates in the Specialist chat, Estate Maintenance, and working on the special reports generated for Natural Person Restrictions.
Assistant Manager
Rue 21
04.2015 - 07.2017
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
Skills
- Teamwork and Collaboration
- Time Management
- Public Speaking
- Employee training
- Technology integration skills
Timeline
Estates ACT Professional
Charles Schwab
05.2023 - Current
Estate Relationship Specialist
TD Ameritrade-Omaha Nebraska
01.2021 - 05.2023
Client Account Services - Maintenance
TD Ameritrade-Omaha Nebraska
07.2017 - 12.2020
Assistant Manager
Rue 21
04.2015 - 07.2017
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