Malcolm Pruitt
Build a legacy through the lives you touch and the work you do
- Role
- Client Care Specialist at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Malcolm Pruitt
I\'m a financial services operations professional with 8 years of experience across…
Experience
Client Care Specialist
Dec 2023 — Present · Orlando, FL, US
Monitor multi-platform trading activities while maintaining precise documentation and ensuring seamless transaction processing -Foster strong client relationships through personalized support solutions, while maintaining detailed transaction records and regulatory compliance-Analyze and optimize service delivery workflows, resulting in improved client satisfaction and strengthened retention metrics-Partner with cross-functional teams to develop and execute enhanced communication strategies, driving measurable improvements in service efficiency.
Education
Morehouse College
Bachelor of Business Administration - BBA, Business Administration and Management, General
Skills
- Microsoft Word
- Social Media
- Microsoft Excel
- Powerpoint
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