Angie Miller Email & Phone Number

Reston, Virginia, United States

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Reston, Virginia, United States

Southlake, Texas

I oversaw process improvement regarding current policy and procedures to better assist in the development and growth of team members, helping in goal setting, creating action plans and career planning and progression. By coordinating new hire training, developing learning objectives, and tracking overall progress, I reviewed associate phone calls. I provided feedback to ensure that service excellence guidelines were accomplished in attaining departmental goals. Supervising regular work quality, processing queues, and assessing daily activities helped me effectively track associates' proficiencies and areas for improvement necessary in updating the departments’ skills matrix.

Dallas/Fort Worth Area

As the Senior Relationship Manager, I delivered exceptional service in managing a book for nine elite advisors in the company’s platform worth billions while demonstrating expert knowledge of internal service processes and procedures to ensure effective communication that matches the service levels to the advisor’s needs. I probed advisors to increase team adoption rates and further collaborated with other teams and departments in creating solutions that provide a better experience and establish key relationships with advisors. I mentored new RMs on the Independence Team through chat support and shadowing. By carrying out instructions and applying knowledge of relevant products and services, I was able to resolve adviser issues and improve relations efficiently. I conducted quarterly calls to identify trends and recommend solutions to enhance the advisor's experience.

I regularly communicated with Registered Investment Advisors via inbound and outbound phone calls or emails to improve documentation requiring research and decision-making processes. I also updated the Director's Team Huddle and served as the point of contact for new Advisors joining the organization. Planned and assisted with the transition process from other broker or dealer firms to TD Ameritrade.

Fort Worth, Tx

My role allowed me to provide client support by answering inbound phone calls or emails regarding accounts, policies, services, and available products. Acknowledge for garnering a high CSI score of 100% by meeting client’s demands and expectations. I positioned equity, option, and mutual fund trades while providing quotes and facilitating discussions regarding economic conditions, and equity, fixed income, and international markets. By engaging with clients in meaningful dialogues, I was able to identify unstated needs or financial goals that can be achieved by further utilizing company services, products, or tools.