Client Services Rotation!

For the past three weeks I have been working in my first rotation in the Leadership Training Program in our Client Services Department. My experiences so far has been very beneficial and has helped me to have a better understanding of what our clients experience when they call us. I have spent time both taking calls from clients and working on projects that are going on in the department.

Assisting client's with their questions regarding their accounts, investments, and IRAs has helped me to better understand and apply the information I learned in training. It has been rewarding to tell when I have made a positive difference in the ability for a client to understand the process for making an investment or find the information they need regarding their account.

In addition to assisting clients I have also had the opportunity to work on department specific projects. One of the projects I am working on is reviewing reports for our First Call Resolutions and to identify areas where we can improve by creating an action plan to submit to my supervisor. The goal is that I will be able to plan and present a training session for our Department next month. Working on this project has really helped me to better understand our client's needs and to recognize opportunities we have. I am looking forward to the results of my project and to see how it will impact the calls we receive.