Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Colton Diehm

Dallas,TX

Summary

Dynamic Broker Service Representative at Charles Schwab with a proven track record in financial product expertise and exceptional client service, achieving a 95.29 CSAT score. Skilled in market research and risk assessment, I leverage CRM software to enhance engagement and deliver impactful conversations that align with client needs.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Broker Service Representative

Charles Schwab
07.2023 - Current
  • Developed and maintained strong knowledge of multiple Schwab products and varying levels of benefits within each product.
  • Conducted research to answer questions and handle issues using Schwab systems and historical data.
  • Resolved problems that clients were facing, enhanced operations and provided exceptional service.
  • Focused on delivering world class service for clients while maintaining a 95.29 CSAT score during my tenure.

Intern

Charles Schwab
01.2023 - 06.2023
  • Explored new technologies and approaches to streamline processes.
  • Prepared project presentations and reports to assist senior staff.
  • Developed effective improvement plans in alignment with goals and specifications.

Apprentice Electrician

EMC Electrical
05.2018 - 08.2018
  • Tested continuity of circuits using test equipment to verify compatibility and safety of systems following installation, replacement, or repair.
  • Checked and performed electrical wiring through conduits and holes in walls and floors.
  • Connected wires to circuit breakers, transformers and other components to create working electrical systems.

Education

BBA - Finance

University of North Texas
Denton, TX
05-2023

Skills

  • Risk mitigation and assessment
  • Market research
  • Regulatory Compliance Knowledge
  • Financial Product Expertise
  • CRM and financial software proficiency
  • Financial Analysis

Accomplishments

    Nominated for Professional of the Month Twice

    Promoted to GL 55 within first year of employment

    Completed Retirement, Tax, and Advanced Broker Upskill courses

Certification

Series 7

Series 63

Bloomberg Market Concepts

Languages

English
Spanish

Timeline

Broker Service Representative

Charles Schwab
07.2023 - Current

Intern

Charles Schwab
01.2023 - 06.2023

Apprentice Electrician

EMC Electrical
05.2018 - 08.2018

BBA - Finance

University of North Texas

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