Eric Johnson
- Role
- Sr Specialist, Trade Support Group, Global Trading and Advice at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Eric Johnson
Passionate about finance and dedicated to helping individuals and businesses achieve…
Experience
Sr Specialist, Trade Support Group, Global Trading and Advice
Apr 2019 — Present
Provided trading support and outstanding service to a wide range of both dedicated internal and external clients. Directly working under Global Trading and Advice. • Provided proper order management for Not Held orders, Mutual Fund, Equity, ETF and Derivative trades • Ensured compliance and documented supervision of trade disputes resolution, internal inventory account activity and a variety of specialized workflows • Remained abreast of evolving industry developments, market structure evolution, new products and trading related regulatory changes • Proactively recognizes strategic business opportunities and a willingness to challenge traditional process with manager, colleagues and business partners. • Assisted Securities Lending Institutional Traders by leveraging Lending Pit, Smart Loan and other tools to lend hard to borrow securities to clients
Skills
- Skilled Multi-Tasker
- Customer Satisfaction
- Problem Solving
- Customer Service
- Relationship Building
- Life & Health Insurance Licenses
- Networking
- Life Insurance
- Long Term Care Insurance
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