Highly motivated and client oriented Brokerage Services Manager with 6 years of financial services experience. Consistently drives results by building and leading high-performance teams. Excellent communication skills with a proven history of effectively collaborating across all organizational levels. Interested in pivoting into a role in Private Wealth Management to get on the frontline of providing world class client experiences.
Hi, I’m
Andrew James Estrada
Austin
Summary
Overview
10
years of professional experience
Work History
Charles Schwab & Co
Brokerage Services Manager
04.2022 - Current
Job overview
- Resolved client complaints in professional and timely manner.
- Developed and maintained positive relationships with clients to build rapport and trust.
- Monitored trader performance and provided feedback for improvement.
- Implemented strategies to increase client service satisfaction ratings.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Developed department processes and procedures to boost client satisfaction.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established team priorities, maintained schedules and monitored performance.
Charles Schwab & Co
Trading Specialist
01.2020 - 04.2022
Job overview
- Provided front-office trade support and client service to high-net-worth clients
- Builds relationships and proactively seeks opportunities to enhance client/firm relationships through product offerings
- Discussed financial markets and market concepts with clients
- Submitted equity, debt, and derivatives trades for clients
Texas Army National Guard
Adjutant General Officer
06.2016 - 12.2020
Job overview
- Maintained payroll and benefits for employees in various locations, minimizing financial discrepancies through detailed program management.
- Documented human resources records and maintained confidentiality of sensitive personal information.
- Updated Human Resources Information System (HRIS) database, maintained data accuracy and assisted with system changes.
- Supported coordination of benefits open enrollment activities and process.
USAA
Insurance Claims Adjuster
01.2018 - 01.2020
Job overview
- Investigated, evaluated, negotiated, and adjusted claims made by or against USAA members
- Conducted liability investigations in support of company subrogation efforts
- Mitigated risk and exposure of USAA and its members by ensuring compliance with applicable regulatory guidance
United States Senate
Constituent Service Intern
05.2014 - 08.2014
Job overview
- Provided a line of communication between constituents and Senator Ted Cruz
- Professionally communicated policy positions to constituents
- Directed constituents to the appropriate federal agency liaison
Education
Texas A&M UniversityCollege Station
Bachelor of Science from Political Science
05.2016
University Overview
Skills
- Employee Supervision
- Task Delegation
- Time Management
- Critical Thinking
- Microsoft PowerPoint
- Microsoft Excel
- Client Relationship Management
- Microsoft Word
- Series 7
- Series 63
- Series 9
- Series 10
Timeline
Brokerage Services Manager
Charles Schwab & Co
04.2022 - Current
Trading Specialist
Charles Schwab & Co
01.2020 - 04.2022
Insurance Claims Adjuster
USAA
01.2018 - 01.2020
Adjutant General Officer
Texas Army National Guard
06.2016 - 12.2020
Constituent Service Intern
United States Senate
05.2014 - 08.2014
Texas A&M University
Bachelor of Science from Political Science