Matthew Ferrell Email and Phone Number
I am an ICS Operational Support Sr Specialist with over 10 years of customer service experience, including more than 5 years dedicated to team development in sales and customer service. My journey has equipped me with excellent communication skills, strong analytical thinking, and a commitment to agility in navigating change.Throughout my career, I have successfully developed and implemented intake systems that enhance transparency and productivity while reducing duplication and missed tasks. A highlight of my work has been the revitalization of the CA ICS Intern program, transforming it into a robust talent pipeline. This initiative has resulted in an impressive 87.5% conversion rate of interns to full-time employees, underscoring my focus on nurturing future talent.Additionally, I founded ICS Engage, an employee-led engagement program designed to boost morale and re-energize our workforce in the post-COVID environment. My manager recognized my contributions and entrusted me with further leadership opportunities, allowing me to refine the intern program while fostering a culture of collaboration and enthusiasm.I am passionate about driving organizational success through effective team leadership, strategic program development, and a focus on employee engagement. Let’s connect to explore how I can contribute to your organization’s goals!
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 31224
-
Investment Client Operations Support Sr SpecialistNorthwestern Mutual Sep 2022 - PresentFranklin, Wisconsin, United StatesQuality Coach for Application Support TeamParticipate in App Support CalibrationsMass Email Communication Projects to Field and ClientsDepartments Retention CoordinatorICS Department PCLAN/Sign-OnLead Intern Program MentorManaging 3 Mentors and 4 InternsProject Coordinator / ManagerICS Engage Chairperson -
Retail Inv Ops SpecNorthwestern Mutual Sep 2017 - Sep 2022Franklin, Wisconsin, United StatesMass Email Communications to Field and ClientsDepartments Retention CoordinatorPCLAN / Sign-on-RepIntern Program MentorProject Coordinator / Manager -
Service RepresentativeNorthwestern Mutual Nov 2015 - Sep 2017Greater Milwaukee AreaMutual Funds Line SupportMutual Fund Trade EntryTrade Correction ProcessingCost Basis AnalysisTax Line Support -
Training SpecialistWaukesha State Bank Mar 2015 - Nov 2015Downtown Office - Waukesha WiTrained bank employees in day to day operations.Created Manager TrainingTrained Managers and Personal Bankers in Mortgage Applications and Analysis -
Personal BankerWaukesha State Bank Apr 2014 - Feb 2015E. Racine Branch -
AtsWaukesha State Bank Sep 2013 - Apr 2014New Berlin• Everything listed below in "Teller" with addition to:• Vault Attending• Supervising Tellers• Arranging Branch Outings to engage branch in a team atmosphere. -
Bank TellerWaukesha State Bank Jul 2012 - Sep 2013•Create and provide an excellent customer experience while processing transactions in an efficient and accurate manner.•Provide customers with new and existing products and services and cross-sell when the time is appropriate.•Maintain knowledge of current bank policies and procedures to ensure accurate records and cash controls at all times.•Control confidentiality processes and maintain customer privacy while providing excellent customer service. -
Logistics Team MemberTarget 2010 - 2012 -
Produce Clerk, Baker, ButcherPick 'N Save Jun 2004 - Jul 2008Sunset Dr. Waukesha, Wi 53188
Matthew Ferrell Education Details
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Computer Science -
Waukesha West
Frequently Asked Questions about Matthew Ferrell
What company does Matthew Ferrell work for?
Matthew Ferrell works for Northwestern Mutual
What is Matthew Ferrell's role at the current company?
Matthew Ferrell's current role is Investment Client Services Sr Operations Specialist at Northwestern Mutual.
What schools did Matthew Ferrell attend?
Matthew Ferrell attended Waukesha County Technical College, Waukesha West.
Who are Matthew Ferrell's colleagues?
Matthew Ferrell's colleagues are Uziel Reyes, Carly Kozeal, Karen Laatsch, Mustaf Saikh, Jordan Hughes, Kadeer Warsi, Richard Brown, Cfp®.
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