Derek Short
Chesterfield,Missouri
Summary
With a proven track record at Charles Schwab, I've excelled in enhancing client experiences and retention through expert navigation of equity markets and superior client relationship building. My approach has always been centered on continuous improvement and team collaboration, leading to significant advancements in trading execution and client satisfaction.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Sr. Specialist, Private Client Services
Charles Schwab
01.2021 - 01.2025
- Drove change through quality-oriented strategies to help improve client website experience, and client overall experience.
- Assisted customers in navigating online trading platforms, improving their overall trading experience.
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Built strong client relationships through effective communication and understanding of financial goals.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Specialist, Client Services
Charles Schwab
03.2019 - 01.2021
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
- Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
- Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
Education
Bachelor of Science - History
Saint Louis University
St. Louis, MO 05.2001 -
Skills
Team collaboration
Certification
Series 63 License - North American Securities Administrators Association through FINRA.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Similar Profiles
Corey KinoshitaCorey Kinoshita
Associate, Alliance at Charles Schwab & Co., Inc.Associate, Alliance at Charles Schwab & Co., Inc.
Jordan KunoJordan Kuno
Hotline Estates Specialist at Charles SchwabHotline Estates Specialist at Charles Schwab
Carter StahlCarter Stahl
Advisor Platform Support at Charles SchwabAdvisor Platform Support at Charles Schwab
Catherine TafelCatherine Tafel
SPS SR Operations Manager at Charles SchwabSPS SR Operations Manager at Charles Schwab
Jill RileyJill Riley
Special Education Teacher at St Louis Public School DistSpecial Education Teacher at St Louis Public School Dist