Matthew Ferrell

Matthew Ferrell Email and Phone Number

Investment Client Services Sr Operations Specialist at Northwestern Mutual @ Northwestern Mutual
milwaukee, wisconsin, united states
Matthew Ferrell's Location
Racine, Wisconsin, United States, United States
About Matthew Ferrell

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!

Matthew Ferrell's Current Company Details
Northwestern Mutual

Northwestern Mutual

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Investment Client Services Sr Operations Specialist at Northwestern Mutual
milwaukee, wisconsin, united states
Employees:
31224
Matthew Ferrell Work Experience Details
  • Northwestern Mutual
    Investment Client Operations Support Sr Specialist
    Northwestern Mutual Sep 2022 - Present
    Franklin, Wisconsin, United States
    Quality 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
  • Northwestern Mutual
    Retail Inv Ops Spec
    Northwestern Mutual Sep 2017 - Sep 2022
    Franklin, Wisconsin, United States
    Mass Email Communications to Field and ClientsDepartments Retention CoordinatorPCLAN / Sign-on-RepIntern Program MentorProject Coordinator / Manager
  • Northwestern Mutual
    Service Representative
    Northwestern Mutual Nov 2015 - Sep 2017
    Greater Milwaukee Area
    Mutual Funds Line SupportMutual Fund Trade EntryTrade Correction ProcessingCost Basis AnalysisTax Line Support
  • Waukesha State Bank
    Training Specialist
    Waukesha State Bank Mar 2015 - Nov 2015
    Downtown Office - Waukesha Wi
    Trained bank employees in day to day operations.Created Manager TrainingTrained Managers and Personal Bankers in Mortgage Applications and Analysis
  • Waukesha State Bank
    Personal Banker
    Waukesha State Bank Apr 2014 - Feb 2015
    E. Racine Branch
  • Waukesha State Bank
    Ats
    Waukesha State Bank Sep 2013 - Apr 2014
    New Berlin
    • Everything listed below in "Teller" with addition to:• Vault Attending• Supervising Tellers• Arranging Branch Outings to engage branch in a team atmosphere.
  • Waukesha State Bank
    Bank Teller
    Waukesha 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.
  • Target
    Logistics Team Member
    Target 2010 - 2012
  • Pick 'N Save
    Produce Clerk, Baker, Butcher
    Pick 'N Save Jun 2004 - Jul 2008
    Sunset Dr. Waukesha, Wi 53188

Matthew Ferrell Education Details

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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