Helen McCall
Customer Relationship Specialist @ Charles Schwab | Account Administration, Resolving Issues
- Role
- Customer Relationship Specialist at Charles Schwab
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Helen McCall
With almost three years of experience at Fidelity Investments and now contributing my expertise at Charles Schwab, I’ve built a strong foundation in account servicing and client education within the financial industry. My role has always been more than just transactions; it’s about empowering clients with the knowledge they need to make confident decisions about their financial futures. I take pride in delivering clarity and confidence in every interaction. My goal is to ensure clients feel informed, valued, and supported at every step.Let’s connect if you share a passion for client education, financial empowerment, or the evolving landscape of wealth management!
Experience
Customer Relationship Specialist
Apr 2025 — Present · Reston, VA, US
Education
Sweet Briar College
Bachelor's degree, Political Science and Business
2018 — 2022
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