Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
More about me:
References
Timeline
Work Availability
Work Preference
Quote
Software
Generic
Vanessa Woods

Vanessa Woods

Fort Worth,TX

Summary

Adept in IRA proficiency and exceptional client account management, my tenure at Charles Schwab & Co showcased my ability to streamline retirement account transactions and enhance customer satisfaction. Leveraging strong problem-solving and interpersonal skills, I consistently met project deadlines and improved operational efficiency, underscoring my commitment to excellence in financial services.

Overview

15
15
years of professional experience

Work History

Retirement Services Specialist

Charles Schwab & Co
Westlake , TX
07.2023 - 01.2025
  • Participated in training sessions to stay up to date on industry best practices.
  • Processed forms for withdrawals, transfers, rollovers, loans, hardship distributions, and QDROs.
  • Performed research and resolved client inquiries about retirement accounts.
  • Displayed professional expertise and resourcefulness to earn the trust of clients, vendors, and other professionals.
  • Validated customer data for precise handling of financial transactions.
  • Worked with team members to ensure timely project completion.
  • Utilized strong problem-solving skills to address and resolve issues effectively.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Participated in further training to enhance knowledge.
  • Interacted with Advisor Services using excellent communication and interpersonal skills.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Streamlined workflows to consistently meet target deadlines.
  • Maintained confidential records and files related to customer accounts.
  • Worked effectively in team environments to make the workplace more productive.

Quality Assurance Specialist

Concentrix
Newark, CA
10.2018 - 03.2023
  • Guided new agents while supplying analysis and advice to leadership teams.
  • Communicated improvement areas while reinforcing essential skills effectively.
  • Provided resources for review to aid future calls.
  • Prepared and presented detailed reports on quality metrics, trends, and improvement initiatives to management.
  • Ensured adherence to quality assurance protocols through continuous learning.
  • Guided team discussions aimed at improving adherence to quality benchmarks.

Customer Sales Representative

Concentrix
Newark, CA
10.2018 - 03.2023
  • Provided customized recommendations by evaluating client requirements through clear communication.
  • Resolved customer questions about products and services efficiently.
  • Developed relationships with existing customers through follow-up communications.
  • Attended weekly team meetings to discuss upcoming projects and challenges.
  • Advised customers on promotions, sales procedures, and strategies for maximizing results from company products.

Customer Support Specialist

Concentrix
Newark, CA
10.2018 - 03.2023
  • Assisted in developing training materials related to new products or services being released.
  • Evaluated software or hardware to recommend improvements or upgrades.
  • Maximized customer satisfaction by handling customer email and telephone interactions.
  • Delivered training sessions on effective usage methodologies.
  • Responded to customer emails and phone calls promptly, courteously, and professionally.
  • Set up equipment for employee use, performing or properly installing cables, operating systems or software.
  • Created detailed reports on customer feedback for management review.

System Implementation Analyst

First American Payment Systems
Fort Worth , TX
07.2010 - 04.2018
  • Ensured successful new software implementation by managing processes and specifications.
  • Conferred with clients regarding information processing or computation needs.
  • Diagnosed and corrected problems in applications following the final implementation stage.
  • Resolved software malfunctions to maintain functionality.
  • Supported sales teams and merchants in installing POS systems.
  • Streamlined merchant operations by addressing technical inquiries, facilitating diverse functions, and delivering tailored support.

Education

Business Management -

Mansfield Business School
Fort Worth, TX
09-1989

Skills

  • Ira Proficiency
  • Knowledgeable in Comtrax System Functionality
  • DPOA
  • Account Support
  • Generating RD Case Documentation
  • Asset Management Transfer
  • Timely Code Adjustments
  • Knowledge of IRS Compliance
  • Required Minimum Distributions
  • Skilled in Managing Qualified Charitable Distributions
  • Create Payment Links
  • Retirement Account Transfer
  • Retirement Account Transactions
  • Taxable and non-taxable accounts
  • Roth Account Optimization
  • 401(k) Contribution Oversight
  • Retirement Plan Management
  • SEP and Simple
  • Client Account Management
  • Distribution Methods
  • Proficient in Completing IRA Distribution Documentation
  • IRA QCD request Forms
  • Microsoft Excel
  • Professional demeanor
  • Client engagement
  • Regulatory requirements adherence
  • Serve client needs
  • Time management abilities
  • Goal setting
  • Self motivation
  • Continuous improvement
  • Excellent communication
  • Team collaboration
  • Adaptability and flexibility
  • Team building
  • Sales skills
  • Decision-making
  • Active listening
  • Retirement needs
  • Professionalism

Affiliations

I have a deep passion for writing, reading, crafting, and drawing, all of which allow me to express my creativity in various forms. One of my greatest joys comes from spending time with my grandkids, who never fail to inspire me with their boundless energy and curiosity. I’ve been happily married to my husband for nearly 23 years, and our journey together has been filled with love and shared adventures.

Traveling is another passion of mine; I relish the opportunity to explore new places and meet interesting people along the way. I have a special fondness for our vintage clients and customers, as their stories and experiences enrich my understanding of the world.

I firmly believe that learning is a lifelong journey. If I encounter something I’m unfamiliar with, I’m always eager to ask questions and seek knowledge. I embrace the idea that it’s never too late to learn, and I take pride in my willingness to grow and expand my horizons.

Accomplishments

I have received numerous shout-outs and kudos for my contributions, which means a lot to me. Throughout my journey, I’ve had the privilege of working alongside an amazing team that I truly consider my family away from home. Together, we have navigated challenges, celebrated successes, and supported each other both professionally and personally, forging bonds that extend beyond the workplace. This sense of camaraderie has made my experience not just fulfilling but also deeply rewarding.

More about me:

  • I had the rewarding opportunity to volunteer my expertise at a vibrant community center, where I thoroughly enjoyed engaging with the enthusiastic children. Their curiosity and energy made every interaction delightful. In addition, I took the initiative to write heartfelt letters for our brave military personnel, hoping to bring a sense of connection and support from home. Furthermore, I eagerly joined various cultural groups within my company, immersing myself in the rich tapestry of diverse traditions and experiences. I am committed to continuing this journey of learning and connection.

References

References available upon request.

Timeline

Retirement Services Specialist

Charles Schwab & Co
07.2023 - 01.2025

Quality Assurance Specialist

Concentrix
10.2018 - 03.2023

Customer Sales Representative

Concentrix
10.2018 - 03.2023

Customer Support Specialist

Concentrix
10.2018 - 03.2023

System Implementation Analyst

First American Payment Systems
07.2010 - 04.2018

Business Management -

Mansfield Business School

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

RemoteHybridOn-Site

Important To Me

Company CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchStock Options / Equity / Profit Sharing

Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Software

Microsoft

POS System

CRM-Customer Relationship Management

Webex

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Vanessa Woods