David Morehead
Client Service Specialist
Mesa,AZ
Summary
Experienced Customer Service representative with over five years' experience working both private and public sectors. Highly organized, creative, self-motivated and proficient in problem solving. Constantly meets deadlines while exceeding customers expectations. Looking to expand professional experience in the private sector and grow creatively.
Overview
10
10
years of professional experience
7
7
years of post-secondary education
Work History
Private Client Services
Schwab Private Client Services
Phoenix, AZ
02.2022 - Current
- Invited by internal CBO to join Schwab Charitable. For six months, worked with and was mentored by experienced financial advisors. Onboarded clients onto DAF platform, enabling them to execute chartable donations.
- Execute prompt and accurate responses to complex client account inquires.
- Adhered to SEC/FINRA requirements to facilitate daily trades, depositing and withdrawing of cash for clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Managed customer requests while mitigating potential risk to portfolios.
- Maintained up-to-date knowledge of product and service changes.
Horizon Art
Supervisor
Scottdale, AZ
09.2019 - 02.2022
- Deliver custom prints and framing, customizing each deliverable.
- Fulfill and enter customer orders and manager ledgers.
Whole Foods
Meat Market
Scottdale, AZ
06.2014 - 09.2019
- Organized front and back ends of department; beautified area to create enhanced shopping experience.
- Fulfilled orders to highest detail in high-volume department - consistently delivered impeccable service.
Education
Digital And Studio Photography
Harrington College of Design
Chicago, IL 05.2011 - 08.2013
Bachelor of Arts - English Literature
Saint Ambrose University
Davenport 09.1997 - 05.2002
Timeline
Private Client Services
Schwab Private Client Services
02.2022 - Current
Horizon Art
Supervisor
09.2019 - 02.2022
Whole Foods
Meat Market
06.2014 - 09.2019
Digital And Studio Photography
Harrington College of Design
05.2011 - 08.2013
Bachelor of Arts - English Literature
Saint Ambrose University
09.1997 - 05.2002
Similar Profiles
Chandramouli Krishna MaddipatiChandramouli Krishna Maddipati
Senior Software Engineer at Mphasis Corporation (CHARLES SCHWAB CLIENT)Senior Software Engineer at Mphasis Corporation (CHARLES SCHWAB CLIENT)
MaryAnn BrusheyMaryAnn Brushey
Home Care Aide at Private Client Care ServicesHome Care Aide at Private Client Care Services
SHIPRA JINSISHIPRA JINSI
Assistant Manager - TPRM (Technology & Risk) at WNS Global Services Private Limited - Client FABAssistant Manager - TPRM (Technology & Risk) at WNS Global Services Private Limited - Client FAB