Chance Hughes
Fort Worth
Summary
I am an eager and enthusiastic individual who embraces new learning opportunities and takes pride in tackling challenges through hard work, attention to detail, and excellent organizational skills. I operate with an emphasis on adaptability and logistical optimization with an analytical approach.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Service Relationship Manager
Charles Schwab
06.2024 - Current
- Maintained detailed knowledge of industry regulations and operational best practices to support advisors and colleagues with complex scenarios to mitigate potential risks.
- Developed SalesForce dashboard to analyze how my firm engaged with the service team and presented reporting to the advisory firm's senior leadership to adjust interactions with the goal to increase efficiency.
- Supported teammates in challenging the status quo and with internal feedback on systems and processes to revitalize and modernize the experience for colleagues and advisors alike.
- Partnered with teammates to tailor SalesForce dashboards to their needs, empowering the team to approach their dedicated relationships with an understanding backed by data.
Senior Enhanced Specialist
Charles Schwab
11.2021 - 06.2024
- Answered investment advisor calls to assist in operational projects.
- Assisted team members to close out open work items and ensure accuracy of information delivered.
- Lent to professional development of colleagues by providing guidance on internal policies and procedures with a solution-oriented approach during challenging moments.
Sales Administrator
MEI Rigging & Crating
04.2021 - 11.2021
- Tracked and compiled project financial and logistical records to evaluate progress and efficiency until completion.
- Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
- Fostered relationships with vendors to promote positive working relationships.
Dispatcher
MEI Rigging & Crating
06.2019 - 11.2020
- Coordinated with sales team and project managers to provide field workers a detailed plan to execute.
- Responded to high volume of phone and email requests to provide logistical information.
- Facilitated communications with in-house and customer personnel to resolve active concerns on projects.
Warehouse Manager
Hemispheres
10.2018 - 06.2019
- Coordinated schedules for optimal coverage of daily workload and pivoted resources quickly to meet demands.
- Spearheaded development of methods and procedures for company wide implementation in standardizing practices.
Warehouse Worker
Hemispheres
10.2015 - 10.2018
- Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
- Handled day to day shipping and receiving.
Supervisor
Sky Zone Trampoline Park
06.2014 - 10.2015
Education
Diploma -
Klein Collins High School
Spring, TX06.2014
Skills
- Attention to detail
- Oral presentation
- Teamwork and collaboration
- Analytical thinking
- Interpersonal communication
- Adaptability and flexibility
Certification
- Series 7, FINRA
- Series 63, NASAA
Personal Information
Title: Service Professional
Licensing
Series 7 & 63
Timeline
Service Relationship Manager
Charles Schwab
06.2024 - Current
Senior Enhanced Specialist
Charles Schwab
11.2021 - 06.2024
Sales Administrator
MEI Rigging & Crating
04.2021 - 11.2021
Dispatcher
MEI Rigging & Crating
06.2019 - 11.2020
Warehouse Manager
Hemispheres
10.2018 - 06.2019
Warehouse Worker
Hemispheres
10.2015 - 10.2018
Supervisor
Sky Zone Trampoline Park
06.2014 - 10.2015
Diploma -
Klein Collins High School
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