Meeting Deadlines

After Rachel’s recent departure from the Client Services Department, I have been focusing heavily on the call volume project to help prepare CST for tax season. Rachel and I had nearly completed the project by the end of November, so I have been working hard to tie up any loose ends associated with it. Earlier today, I sent the final versions of two Excel files with all of the call volume and staffing data requested by the CST Supervisors and Manager. I am confident that our recommendations will be approved and implemented. After three months of analyzing call volume data and staffing models, the work that Rachel and I did will finally pay off!

In addition to the call volume project, Rachel and I have also been delegating our tasks as Equity Trust Company’s Facebook Administrators. We met with the CST Management Team to choose two great Client Service Representatives who can assume the responsibilities of this project. Like Rachel, I will also be moving on to the next rotation of the Leadership Program in the near future, so training two new Facebook Administrators is imperative before I leave the Client Services Department. So far, the transition is going smoothly.

A fun and exciting part of my job over the last three weeks has been interviewing candidates for open positions in CST. After spending time as a job applicant during college internship searches and job searches after graduation, it was interesting to be on the other side of the desk as an interviewer. Rachel and I were recently trained on Equity Trust Company’s Topgrading methodologies, so the recent interviews have been excellent opportunities to learn how Topgrading practices can be applied. Not only were the interviews great learning experiences, but they served as reminders that I work for a growing, successful organization. I hope to learn the results of our hiring process before I move on to the next rotation in the Service Excellence Department.

Goodbye CST...

This past week, my rotation in Client Services came to an end. I am now starting a new rotation in the Human Resources Department assisting with the recruiting process. My four months in CST were very helpful and I learned so much from our clients. I will take the suggestions that our clients presented with me throughout my future rotations so that Equity Trust Company can continue to enhance our clients' satisfaction with our services. I thought this would be an appropriate time to recap on my experience in client services.

Throughout the first couple of months on the phone, I balanced taking incoming calls from our clients and working on projects. I would say that I spent about 70-80% of my time on the phones and the remaining time was spent working on various projects. In months three and four, I was probably on the phones about 50% of the time and worked on projects the other half of my time.

A typical call from our clients would usually be about a pending investment, how to proceed forward with an investment, questions about their account or questions about paperwork regarding an investment. Most of the answers to their questions could be found within in one of our information systems. Having this type of interaction with our clients helped me to gain information about what our company does, the types of investments our clients are pursuing and the company's internal processing of investments.

Some of the ongoing projects that Colin and I both worked on while in client services included monitoring our Facebook and Twitter pages, a process improvement project and our call volume project. I was also given numerous smaller projects from my supervisors to complete on an as needed basis.

I will miss the client services department but look forward to my new rotation. I will update this blog with my new experiences and projects as my time in Human Resources continues!