Kelly Wright

Kelly Wright Email and Phone Number

Product and Platform Support Specialist @ Focus Partners Advisor Solutions
Collinsville, IL, US
Kelly Wright's Location
Collinsville, Illinois, United States, United States
Kelly Wright's Contact Details

Kelly Wright work email

Kelly Wright personal email

n/a
About Kelly Wright

Kelly Wright is a Product and Platform Support Specialist at Focus Partners Advisor Solutions. Colleagues describe them as "I had the pleasure of working with Kelly at Stifel, and I can confidently say she is a standout professional. Her skills in customer service are impressive. She has a real talent for managing customer service relationships with empathy & efficiency, always making sure issues are resolved and customers are happy. When it comes to data reconciliation, Kelly is highly skilled. She picks up new concepts quickly and is fantastic at training others, and sharing her knowledge to help the… Show more"

Kelly Wright's Current Company Details
Focus Partners Advisor Solutions

Focus Partners Advisor Solutions

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Product and Platform Support Specialist
Collinsville, IL, US
Employees:
123
Kelly Wright Work Experience Details
  • Focus Partners Advisor Solutions
    Product And Platform Support Specialist
    Focus Partners Advisor Solutions
    Collinsville, Il, Us
  • Buckingham Wealth Partners
    Product & Platform Support Specialist
    Buckingham Wealth Partners Nov 2024 - Present
  • Stifel Financial Corp.
    Operations Addepar Support
    Stifel Financial Corp. Dec 2022 - Oct 2024
    St. Louis City County, Missouri, United States
    •Accurately perform job duties as leadership provides while adhering to departmental procedures and guidelines. • Proficiently process, create, and enter data into systems utilized by our Financial Advisors and branch staff. • Identify potential problems or issues and escalate to department leadership if necessary. • Develop effective communication skills within the department. • Demonstrate the ability to work collaboratively within a team. • Conduct support phone… Show more •Accurately perform job duties as leadership provides while adhering to departmental procedures and guidelines. • Proficiently process, create, and enter data into systems utilized by our Financial Advisors and branch staff. • Identify potential problems or issues and escalate to department leadership if necessary. • Develop effective communication skills within the department. • Demonstrate the ability to work collaboratively within a team. • Conduct support phone calls with field branches. • Interact via email with users of performance reporting systems. • Conduct project work to enhance reporting system capabilities. Show less
  • Stifel Financial Corp.
    Operations Addepar Support
    Stifel Financial Corp. Jul 2021 - Nov 2022
    St. Louis City County, Missouri, United States
  • Stifel Financial Corp.
    Advisory Operations Associate
    Stifel Financial Corp. Dec 2020 - Jul 2021
    St. Louis City County, Missouri, United States
    •Handle household and account updates through the ticket queue system. • Proficiently process and convert Brokerage accounts to Advisory to be utilized by Financial Advisors. • Develop effective communication skills within the department. • Interact via email with users of the ticketing queue about potential account issues.
  • Edward Jones
    Operations Specialist
    Edward Jones Oct 2020 - Dec 2020
    Greater St. Louis
    Handle various types of transactions through the ticket queue system. ​Demonstrate the ability to work collaboratively within a team. ​Accurately perform job duties provided by leadership while adhering to rules and regulations.​
  • Td Ameritrade
    Financial Services Trainee
    Td Ameritrade Jun 2020 - Oct 2020
    Greater St. Louis
    Provide sound advice at every customer interaction to create a positive customer experience. Ensure customer problems are handled appropriately, escalating issues when necessary. Education downtimes consisted of licensure studying and testing.
  • Wells Fargo Advisors
    Intern
    Wells Fargo Advisors Jan 2020 - Mar 2020
    Greater St. Louis Area
    Identify and manage reporting schedules through Strategic Process Management.Use cross-functional business collaboration and process improvement.
  • Air Force Inn
    Guest Service Representative
    Air Force Inn Jun 2018 - Nov 2019
    Scott Afb, Il

Kelly Wright Education Details

Frequently Asked Questions about Kelly Wright

What company does Kelly Wright work for?

Kelly Wright works for Focus Partners Advisor Solutions

What is Kelly Wright's role at the current company?

Kelly Wright's current role is Product and Platform Support Specialist.

What is Kelly Wright's email address?

Kelly Wright's email address is wr****@****fel.com

What schools did Kelly Wright attend?

Kelly Wright attended Southern Illinois University Edwardsville, Southwestern Illinois College.

Who are Kelly Wright's colleagues?

Kelly Wright's colleagues are Lia Billups, Ernesto Bustamante, John Panem, Trang Hoang, Seng Saechao, Jared Hoffman, Marcus Reynolds.

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