Shannon Dahl
St Louis,MO
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Passionate about building relationships and contributing to overall company success.
Overview
3
3
years of professional experience
Work History
Client Service Associate
Focus Partners Wealth LLC
St Louis, Missouri
10.2023 - Current
- Execute back-office functions to enhance operational efficiency.
- Provide timely support to various teams, ensuring accuracy in all requests.
- Stay vigilant of alerts from all custodians to ensure timely dissemination.
- Collaborate with colleagues across departments to achieve shared objectives.
Brokerage Services Representative
Charles Schwab
St Louis, Missouri
06.2023 - 09.2023
- Managed 40 to 60 inbound calls daily, demonstrating empathy and effective problem-solving skills.
- Engaged customers through open-ended dialogue to thoroughly assess needs.
- Conducted follow-ups with customers to provide additional support and verify satisfaction with resolutions.
Financial Service Operations Representative
SS&C Technologies
Remote
03.2022 - 06.2023
- Executed daily account activities, processing financial service requests with precision and efficiency.
- Reviewed transactions for quality assurance, ensuring work accuracy across all entries.
- Resolved complex issues by collaborating with financial advisors and shareholders via phone.
- Performed account maintenance tasks including purchases, redemptions, transfers, exchanges, and new account setups.
Education
BBA - Business Administration
University of Missouri-Columbia
Columbia, MO12.2021
Skills
- Salesforce proficiency
- Problem solving
- Financial literacy
- Client focus
- Task management
- Effective communication
- Attention to detail
Timeline
Client Service Associate
Focus Partners Wealth LLC
10.2023 - Current
Brokerage Services Representative
Charles Schwab
06.2023 - 09.2023
Financial Service Operations Representative
SS&C Technologies
03.2022 - 06.2023
BBA - Business Administration
University of Missouri-Columbia
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