Samrah Akhter
Associate @ Charles Schwab
- Role
- Associate Investor Services at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Experience
Associate Investor Services
Jan 2025 — Present · Westlake, TX, US
Execute equity, option, and mutual fund trades while ensuring best execution and regulatory compliance.• Provide guidance to clients on order types, settlement, and margin requirements.• Assist with complex account servicing — including IRA rollovers, transfers, and cash management.• Educate investors on market mechanics, investment products, and trading platforms (ThinkorSwim)• Support daily operations by resolving trade errors, margin calls, and account restrictions efficiently.• Maintain FINRA Series 7 & 63 licenses while upholding Schwab’s client-first standards.
Education
The University of Texas at Dallas
Master of Science - MS, Finance
The University of Texas at Dallas
Bachelor's degree, Finance
2019 — 2023
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