Shawna Weidler
College Savings Specialist
Summary
To continue a career within T. Rowe Price where I can contribute my knowledge and skillset in the success of the business while expanding my knowledge within the business unit
Overview
22
22
years of professional experience
1
1
Certification
Work History
College Savings Specialist
T Rowe Price
Colorado Springs, CO
05.2014 - Current
- Assists clients and financial advisors with service requests on their college savings accounts in a hybrid role to include: answering phone or addressing written inquiries with processing trades, account maintenance or updates, college savings plan education.
- Providing outstanding service to new and long-standing clients by actively listening to concerns and using sound judgment to present creative ideas and solutions.
- One of few associates cross-trained between advisor-sold and direct-sold college savings plans and handles complex processing.
- Ensure daily reports are being reviewed and Quality checking other associates trades.
- Actively participates in projects and product testing for the department.
- Exceeded department expectations for overall quality, service excellence, and efficiency
Personal Services Group
T Rowe Price
Colorado Springs, CO
04.2013 - 04.2014
- Assisted high net worth clients on their Mutual Fund accounts with service requests to include: processing trades, account maintenance and updates, online assistance, and obtaining new money leads.
- Assisted clients with Brokerage Service calls in providing information requested on individual stocks and securities.
- Discussed and assisted clients with our Program for Charitable Giving.
Retail Investment Associate
T Rowe Price
Colorado Springs, CO
06.2012 - 04.2013
- Assisted clients with inbound phone call service requests to include: processing trades, account maintenance and updates, and online assistance.
- Assisted with onboarding of new hires with providing best practices and coaching opportunities.
- Executed transactions with minimal errors or follow up needed.
Customer Service/Supervisor
Sam's Club
Colorado Springs, CO
04.2002 - 06.2012
- Supervised and trained cashiers to ensure excellent customer service.
- Help promote credit promotions and meet daily goals for the company.
- Evaluated associates on their yearly performance reviews and holding them accountable in meeting job expectations.
Education
Bachelor of Science - Finance
University of Colorado
Colorado Springs, CO12.2020
Skills
- Team Player
- Detail-oriented
- Ability to adapt to change
- Extensive customer service relations
- Able to work independently with minimal supervision
Certification
- Series 7 (August 2013)
- Series 63 (November 2015)
Timeline
College Savings Specialist
T Rowe Price
05.2014 - Current
Personal Services Group
T Rowe Price
04.2013 - 04.2014
Retail Investment Associate
T Rowe Price
06.2012 - 04.2013
Customer Service/Supervisor
Sam's Club
04.2002 - 06.2012
Bachelor of Science - Finance
University of Colorado
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