REGINALD JORDAN PARKS
Atlanta
Summary
Associate Wealth Advisor at Charles Schwab, with a proven track record in enhancing client relationships. Supports three wealth advisors through assisting with complex client service needs and helping deliver financial planning updates and portfolio recommendations. Adept in trading and problem-solving, I leverage strong communication skills to provide exceptional service and market insights, ensuring client satisfaction and loyalty. Passionate about continuous learning and development in wealth management.
Overview
3
3
years of professional experience
Work History
Associate Wealth Advisor
Charles Schwab
Atlanta
09.2024 - Current
- Supported three wealth advisors in servicing, deepening, and retaining their client relationships.
- Provided clients with excellent service through wealth management and operational expertise.
- Provided clients with timely market updates.
- Developed and presented minor portfolio recommendations to clients when needed.
Sr. Specialist Service Associate
Charles Schwab
Phoenix
01.2024 - 09.2024
- Field inbound phone calls, providing technical support, and placing unsolicited or solicited trades.
- Strengthening client relationships by providing resolutions to questions regarding portfolio management, financial planning, financial markets, and the economy.
- Facilitating client advisory meetings, ensuring timely communication, and fostering team collaboration to enhance client satisfaction.
- Passionate about learning and development, continuously updating knowledge on financial products and services to better serve clients.
Advice Academy Professional
Charles Schwab
Phoenix
02.2023 - 01.2024
- Studied and passed securities license exams (Series 7, Series 66).
- Developed consultative skills through a needs-based process to provide helpful, relevant solutions to clients.
- Created business development opportunities through outbound and inbound calls, in-branch client events, and by identifying and championing client goals.
- Took inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity.
- Developed unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships.
Education
BBA - Financial Planning
Temple University
Philadelphia, PA12.2022
Skills
- Customer Service
- Trading Experience
- Problem Solving
- Communication
- Critical Thinking
- Time Management
- Detail Oriented
- Adaptability
Timeline
Associate Wealth Advisor
Charles Schwab
09.2024 - Current
Sr. Specialist Service Associate
Charles Schwab
01.2024 - 09.2024
Advice Academy Professional
Charles Schwab
02.2023 - 01.2024
BBA - Financial Planning
Temple University