Reed Carr Email & Phone Number

Lakeland, Fl, Us

Lakeland, Florida, United States

Greater Tampa Bay Area

Saint Petersburg, Fl, United States

•Developed and leveraged internal and/or external relationships to achieve shared priorities/goals, satisfied customer needs, resolved problems, and increased business insight/awareness.•Answered routine to complex customer inquiries, determined customer concerns/problems, and contributed to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls.•Identified customer's current and future needs to proactively enhance the customer experience.•Proactively identified opportunities that contributed to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.•Performed quality control activities to ensure quality standards are met. Verified customer requests to ensure information was correct and in good order to take appropriate action.•Member of the Fund Information Team. This involved going over market conditions, defending fund performance, and detailed inquiries about specific funds with shareholders.

Saint Petersburg, Florida

Saint Petersburg, Florida

Worked with Internal Sales Managers, other U.S. Advisory Services (USAS), and team members to support the completion of various projects and initiatives within USAS or from their business partners. This included the following: Completing assigned analytical projects, Excel spreadsheets, and data gathering activities, Developing and crafting presentations based on need, and assisting with SharePoint, website or other database maintenance. Assisted sales and sales support personnel with various ongoing tasks which support the Sales teams and completed company training (web based and facilitator led) programs including but not limited to the following: Frankin Templeton Presents, New Leader Learning Path, and Business Partner New Hire Training. The most fulfilling part of my internship was attending "Meet and Greet" sessions with the senior leadership within USAS, the Transfer Agency and Fiduciary Trust International. That’s where I learned how members of FTI started their career and received great tips on how to be successful.

Lakeland, Florida Area

Greeted and assisted customers; weighed, scanned, and packaged groceries; handled cash and operated terminal; cleaned work area.