Alejandra Labarthe
Round Rock,TX
Summary
Bilingual professional with extensive experience in financial services and customer support. Proven ability to provide tailored client guidance and optimize operational processes. Expertise in enhancing client engagement and satisfaction through effective communication and support.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Trader Services Specialist
Charles Schwab
Austin, Texas
11.2024 - 03.2026
- Executed buy and sell orders based on client needs and objectives.
- Supplied objective guidance on equity and derivative strategies tailored to clients.
- Assisted clients with inquiries related to accounts and complex trades.
- Delivered technical support for online trading platforms and software applications.
- Identified improvement opportunities to enhance efficiency in brokerage operations.
Financial Services Specialist
Charles Schwab
Austin, Texas
04.2023 - 11.2024
- Facilitated communication between customers and departments to enhance collaboration and resolve issues.
- Undertook ongoing training to deepen understanding of financial products and services in evolving economic conditions.
- Supplied knowledgeable, objective equity trading guidance with customized strategies to clients.
- Educated customers on investing basics to empower informed decision-making.
- Worked closely with team members to ensure timely completion of tasks or projects.
- Collected company information and developed PowerPoint presentations for use in decision-making.
- Built positive and productive customer connections to drive satisfaction
Front Desk Receptionist
Mariott
Austin, Texas
09.2021 - 01.2023
- Greeted guests warmly upon arrival and checked them into their rooms.
- Coordinated with housekeeping to ensure room readiness for incoming guests.
- Assisted guests with requests, providing information about hotel services and amenities.
- Handled guest complaints with professionalism, escalating issues when necessary.
- Provided excellent customer service by responding quickly to inquiries via phone or email in a professional manner.
Education
GED
Austin, TXSkills
- Customer relationship management
- Bilingual English and Spanish
- Team collaboration
- Problem solving
- Project coordination
- Attention to detail
Certification
- FINRA Series 7
- FINRA SIE
- FINRA Series 63
Languages
- Spanish-Native
- English-Bilingual
Timeline
Trader Services Specialist
Charles Schwab
11.2024 - 03.2026
Financial Services Specialist
Charles Schwab
04.2023 - 11.2024
Front Desk Receptionist
Mariott
09.2021 - 01.2023
GED