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Finacial Services Representative @Charles Schwab
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WORK HISTORY
Finacial Services Representative @Charles Schwab
Orlando, FL, US
As a Financial Service Representative at Charles Schwab, I provide comprehensive client support in brokerage, banking, and retirement services, serving as the primary contact for clients. I offer tailored financial solutions, assist with account management, execute trades, and resolve complex issues, ensuring compliance with industry regulations. My role involves delivering expert knowledge of Schwab’s products, fostering strong client relationships, and collaborating with internal teams to enhance client satisfaction and achieve financial goals.
EDUCATION
University of Central Florida
Bachelor's degree, Business Administration and Management, General
ABOUT RILEY NEWMAN
Financial Services Representative at Charles Schwab
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