Verified recordFinancial Services

Sonya Smith

Senior Service Representative - Annuity Order Entry at Lpl Financial

Based in Charlotte, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Charlotte

Industry

Financial Services

Company size

14K

Contact information

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Email

1 credit

s•••••••@••••••.com

Phone

5 credits

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Background

About Sonya Smith

Community/Client focused professional with experience identifying and establishing partnerships to work collaboratively to execute a cross-functional approach to problem solving. Effective communicator employing emotional intelligence to convey message and receptive to others input to achieve project management goals. Adaptable trainer and mentor of employees and volunteers with the ability to analyze, create, and adjust training programs, activities, and opportunities based on the projected organizational goals. • Ability to perform needs assessment to determine and produce community needs. • Ability to build relationships between organization & community to effectively provide services and opportunities within the budgetary limits. • Ability to communicate effectively across organizational lines from the entry level staffer to the executive suite. • Professional background in developing & designing training modules for volunteers & staff to provide impactful community needs. • 14 years of marketing and project management experience. • Supervisory experience with employees and volunteers. • Congressional Recognition for program created for underserved & marginalized communities. • Quality of Service Award for program created for vulnerable populations. • Create and implement new standard of procedure to ascertain information for team members to support clients with their needs.

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Sonya Smith Email & Phone Number @ Lpl Financial | Kipplo Discover