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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s•••••••@••••••.com
Phone
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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.
Decision-makers
Other people at Lpl Financial
- KDStaff
Kenneth Dicicco
Financial Planner · Finance & Accounting
- SLDirector
Sarah Lucore
Assistant Vice President, Communication · Advertising & Marketing
- VRManager
Vicky Rivera
Regional Supervisory Principal · General Business & Management
- HGManager
Hadden Gsell
Service Center Manager · Customer/Client Service
- AKStaff
Ashley Kelly
Client Service Professional · Customer/Client Service
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