Raymond Minutello
Enhanced Specialist @Charles Schwab
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WORK HISTORY
Enhanced Specialist @Charles Schwab
Acts as the primary liaison between clients, investment professionals/advisors, and other members of the service support team to provide clients/advisors with a personalized, high-touch service experience, both verbally and in writingResearches and responds to routine-to-complex client/advisor inquiries in a timely fashionPartners with clients, advisors, and operations teams to establish new accounts including general account set up and alternative subscription documentsAssists with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partnersRequests and confirms account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as neededMaintains and updates client files utilizing internal systems including Salesforce CRM and the company\'s portfolio management databasesParticipates in team meetings/projects and collaborates with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and proceduresServes as subject matter expert on highly complex operations, processed with the aptitude to identify, understand, and communicate core operational needs.
EDUCATION
Concordia University Irvine
MBA
University of California, Riverside
Bachelor's degree, Economics/Administrative Studies
ABOUT RAYMOND MINUTELLO
Enhanced Specialist at Charles Schwab
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