Katie Kleiner
Castle Rock
Summary
Very hardworking, outgoing, and motivated individual. Efficient and well established in fast-paced and challenging environments and eager to learn with aptitude for applying new knowledge with skill and efficiency!
Overview
3
3
years of professional experience
Work History
CBO With WSO
Charles Schwab
11.2021 - Current
- Currently leading CBS SO duties including but not limited to; running FA's, releasing schedule viewer dates, adding OT if needed, and sending weekly emails to leadership.
- Complete at least 30 WSA Wizards weekly in timely manner to ensure business partners are supported
- Worked with Operations and eServices to assist with new hires, schedule updates, training plans, OT files and more. This included understanding how different processes may affect staffing and overall business need.
- Communicate with directors to assist with planning of Town Halls and Guide Pod meetings.
- Communicate with colleagues in WFO to ensure that my work would not negatively impact their responsibilities.
CBS With Schwab Community Services
Charles Schwab
03.2023 - 04.2023
- Supported operations of Schwab Volunteer Week registration by adding over 100 opportunities.
- Became a SME of Schwab Gives.
- Applied my knowledge from WFO to understand how Schwab Volunteer Week affects staffing.
- Assisted Schwab Community Service leadership with adding exceptions to other CBO schedules to ensure adherence was not hurt.
Associate, Client Service
Charles Schwab
09.2020 - 11.2021
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Interacted with clients on regular basis to quickly alleviate issues and provide account updates.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
- Demonstrating empathy, positivity, and kindness to create positive experiences for our clients.
Skills
- Great Communication Skills
- Proficient in Microsoft Office
- Detail Oriented
- Good Time Management Skills
- Enjoy Leadership Opportunities
- Enjoy Contributing to Team Environments
Timeline
CBS With Schwab Community Services
Charles Schwab
03.2023 - 04.2023
CBO With WSO
Charles Schwab
11.2021 - Current
Associate, Client Service
Charles Schwab
09.2020 - 11.2021
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