Matthew Lemaich
Financial Services Representative
- Role
- Financial Services Representative at Charles Schwab
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Matthew Lemaich
Financial services professional with a Consumer Economics and Finance degree from the…
Experience
Financial Services Representative
Sep 2025 — Present · Indianapolis, IN, US
Manage a wide range of administrative and service tasks, from account maintenance to transaction support, while upholding strict compliance and regulatory standards- Serve as the first point of contact for clients, providing timely and accurate solutions to complex investment and account-related inquiries- Participate in the Schwab Service Academy to obtain FINRA Series 7, series 63 and SIE licenses, building a foundational expertise in the securities industry- Build and nurture client trust through proactive communication and a dedicated approach to service, ensuring a seamless and positive client experience.
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