Julie Morton
Sr Client Service Manager @Charles Schwab
Denver, CO, US
EMAILS
j••••••••@schwab.com
MOBILE NUMBERS
+17•••••••18
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WORK HISTORY
Dec 2019 — Present
Sr Client Service Manager @Charles Schwab
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Denver, CO, US
CSM responsibilities, managing relationships for 3 - 5 high value clients* Mentor to 2 CSM\'s, advising on career pathing, interpersonal skills development, trouble-shooting and problem solving* Train and onboard new CSM\'s* Provide thought partnership and act as a primary resource for the Client Service Team* Head several projects per year, focusing on process improvements and product enhancements
EDUCATION
N/A
University of Phoenix
Bachelor of Science, Business Administration
SKILLS
Performance ManagementFinancial ServicesCorporate LawPeoplesoftExecutive PayTaxProject ManagementFinancial ReportingEmployee BenefitsStocksSystem AdministrationOptionsBusiness Process ImprovementDeferred CompensationEsppInvestmentsRestricted StockFinanceHrisProcess ImprovementEquitiesIncentive ProgramsManagementRelationship ManagementSecuritiesMicrosoft ExcelStrategic PlanningCustomer ServiceFinancial AnalysisHuman ResourcesAuditingSec Filings
ABOUT JULIE MORTON
Sr. Client Service Manager at Charles Schwab
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