Renee Johnson
Client Relationship Leader
- Role
- Manager at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Renee Johnson
An innovative Client Relationship Leader with a strong background in confidential financial environments building and nurturing relationships with internal and external key stakeholders and clients, implementing client experience enhancements, overseeing accurate document management systems and procedures, and identifying and resolving a multitude of varied challenges for clients. Adept at ensuring a high level of customer service, managing multiple priorities and projects, and ensuring legal compliance. Possess in-depth knowledge of FINRA and SEC rules and regulations relating to broker / dealers and investment advisors. Software / systems expertise includes: Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote), Salesforce, Envestnet, and CRM system Junxure Cloud. Hold FINRA Series 7, 66, 9, and 10 licenses.
Experience
Manager
Dec 2025 — Present
Corporate Records Management
Education
Bethel University
Bachelor of Arts - BA, Community Health and Physical Education
2002
Skills
- Asset Allocation
- Teamwork
- Mutual Funds
- Powerpoint
- Microsoft Excel
- Etfs
- Microsoft Office
- Uniform Combined State Law
- Salesforce.com
- Microsoft Word
- Series 66
- Investments
- Securities
- Public Speaking
- Team Building
- Finra
- Series 7
- Financial Services
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