Rodney Beckles
- Role
- Client Service Specialist at Charles Schwab
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Rodney Beckles
Rodney Beckles is a career-driven professional with a diverse background in client…
Experience
Client Service Specialist
May 2022 — Present
Responsible for the day-to-day operations and administrative functions of the branch Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients while also identifying potential referral opportunities Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners Adheres to all compliance/risk procedures and follows corporate and industry protocols Assist Branch Manager in performing daily key compliance and oversight activities for the branch Participate in projects to improve processes and enhance the client experience Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm Research and resolution of complex client inquiries via phone, cases, and chat
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