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Mabel Muñoz Email & Phone Number

Workflow Solutions Operations in Advisor Wealth Services | Charles Schwab
Location: Dallas-Fort Worth Metroplex, United States 5 work roles 1 school
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Role
Workflow Solutions Operations in Advisor Wealth Services | Charles Schwab
Location
Dallas-Fort Worth Metroplex, United States

Who is Mabel Muñoz? Overview

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Mabel Muñoz is listed as Workflow Solutions Operations in Advisor Wealth Services | Charles Schwab based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Mabel Muñoz.

Mabel Muñoz previously worked as Operations Associate at Charles Schwab and Administrative Coordinator at Uc San Diego. Mabel Muñoz holds Psychology And Sociology from Uc San Diego.

Profile bio

About Mabel Muñoz

Driven professional with a passion for positively impacting people and processes alike. With a strong educational foundation in Psychology and Sociology, my ability to navigate complex challenges is enhanced by my proficiency in bilingual communications. My roles have allowed me to cultivate a talent for executive support and organization across various administrative, clerical, and operational responsibilities, supporting the success of our clients.

5 roles

Mabel Muñoz work experience

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Operations Associate

Dallas, Texas, United States

• Manage and process all incoming operational volume for the Advisor Service organization. This would include account maintenance, cashiering functions, items not in good order, among others.• Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors.• Identify trends in operational paperwork and seek to educate our Advisors and the broader service organization on efficiency.• Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab.• Handle moderately complex or out-of-the box requests or SME roles and own them to completion.• Maintain a strong band of communication between internal business partners, including operational partners and leadership.• Manage complex work, self-direct, and prioritize an ever-changing workload of time sensitive requests.

Jun 2023 - Oct 2024

Administrative Coordinator

San Diego, California, United States

Mar 2020 - Jun 2023

Student Mentor

San Diego, California, United States

Student Mentor for the Oasis First Year Interest Groups (FIGs).

Mar 2020 - Mar 2023

Legal Intern

San Diego, California, United States

• Drafted and reviewed contracts, agreements, and legal memoranda under the supervision of senior attorneys, ensuring accuracy and compliance with legal standards.• Researched and filed international patents to protect intellectual property rights.• Amended legal documents to build and defend the IP Portfolio.• Trained in intellectual property rights to ensure compliance with legal regulations.

Jul 2022 - Sep 2022

Project Management Intern

San Diego, California, United States

• Developed good communication and working relationships with individuals withineach functional group (mainly Process Development, Engineering, Manufacturing(biologic, device and combination product), Quality, and Regulatory).• Assisted with coordinating relevant functional groups to ensure timely execution ofprogram activities, while escalating risks, mitigations and contingencies to Project Manager through managing schedules and ad-hoc cross-functional task forces for day-to-day operations of program teams.• Provided support for other functional groups, ensuring that technical projectswere executed per Design Controls and proper Quality Systems.• Short term projects – created SharePoint content and document management.• Created and displayed project content via PM tools, e.g. dashboards and MSProject timelines. Gathered and compiled data and project information for presentations.

Jul 2021 - Sep 2021
1 education record

Mabel Muñoz education

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What is Mabel Muñoz's role at their current company?

Mabel Muñoz is listed as Workflow Solutions Operations in Advisor Wealth Services | Charles Schwab.

Where is Mabel Muñoz based?

Mabel Muñoz is based in Dallas-Fort Worth Metroplex, United States.

What companies has Mabel Muñoz worked for?

Mabel Muñoz has worked for Charles Schwab, Uc San Diego, and Viacyte.

How can I contact Mabel Muñoz?

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What schools did Mabel Muñoz attend?

Mabel Muñoz holds Psychology And Sociology from Uc San Diego.

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