Katherine Brown
O'Fallon
Summary
Dynamic professional with a proven track record at Charles Schwab, excelling in customer relations and analytical thinking. Recognized for simplifying complex retirement concepts and enhancing client satisfaction. Adept at innovation management, I foster strong relationships and drive effective solutions, ensuring a seamless experience for clients while supporting team success.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Sr Specialist Retirement Services Hotline
Charles Schwab
11.2018 - Current
- Supported department leadership in implementing new policies, procedures and controls.
- Established strong working relationships with clients through exceptional customer service and proactive communication efforts.
- Helped clients by breaking down difficult retirement concepts on an easy to understand level.
- Functions as a subject matter expert for the team and supports others on issue resolution
Retirement Representative
Aerotek
11.2017 - 11.2018
- Helped Financial Advisors with retirement concepts and systems help regarding managing retirement accounts.
- Leveraged the power of positive language and presented information in ways to reduce amount of perceived client effort.
- Strived to continuously learn in the financial field
Customer Service Representative
Convergys
10.1995 - 10.2016
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Francis Howell High School
St Charles, MOSkills
- Innovation management
- Analytical thinking
- Documentation management
- Customer relations
Certification
- SIE
- Series 7
- Series 63
Timeline
Sr Specialist Retirement Services Hotline
Charles Schwab
11.2018 - Current
Retirement Representative
Aerotek
11.2017 - 11.2018
Customer Service Representative
Convergys
10.1995 - 10.2016
High School Diploma -
Francis Howell High School
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