Benjamin Zutz
Greater DFW,TX
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager, Brokerage Services
Charles Schwab
03.2023 - 11.2023
- Managed and motivated team of unlicensed employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
New Client Development Group
TD Ameritrade
03.2022 - 03.2023
- Provide top quality client support to all new and existing clients.
- Prioritizing care and support in each client interaction.
- Empowering clients by offering tools and resources to help them begin a confident start to their investing journey with the firm.
- Build a positive experience to help create new firm advocates in each interaction.
- Responded to customer inquiries regarding new accounts and account services.
Financial Services Representative
TD Ameritrade
05.2021 - 02.2022
- Provide top quality client support
- creating an environment of care and support
- empowering clients to build a positive future for themselves through all available tools.
- Actively listened to customers, handled concerns accurately.
Assistant Training & Recruitment manager
National monitoring Center
10.2014 - 05.2021
- Created training materials, tracked job training completion and hiring statistics.
- Instructed new hire classes.
- Published monthly company newsletter.
- Interviewed and hired all entry and mid-level employees.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
- Collaborated with internal teams to continuously improve recruitment processes and execute as efficiently as possible.
Education
High School Diploma -
Costa Mesa High School
Costa Mesa, CASkills
- Growth Mindset – all feedback is a gift, and there are always opportunities to learn
- Mentoring
- Training
- Efficiency
- Adaptability – Able to pivot focus and dynamically change tasks to achieve business goals and needs
Certification
- Series 7
- Series 9/10
- Series 63
Accomplishments
- Acting Team Manager experience, 08/01/22 - 10/01/22
- New Broker Mentor
- Supervised team ranging from 25-45 unlicensed professionals.
Awards
2021 Q4 Excellence in Service Award
2023 Q2 - Attitude for Gratitude
2023 Q3 - Attitude for Gratitude
Projects
Workplace Burnout and Fatigue Mental Health presentation
Timeline
Manager, Brokerage Services
Charles Schwab
03.2023 - 11.2023
New Client Development Group
TD Ameritrade
03.2022 - 03.2023
Financial Services Representative
TD Ameritrade
05.2021 - 02.2022
Assistant Training & Recruitment manager
National monitoring Center
10.2014 - 05.2021
High School Diploma -
Costa Mesa High School
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