Derrik Waston
Austin,TX
Summary
Dynamic and adaptable Client Service Specialist with a proven track record at Kestra Financial and Charles Schwab. Excelled in enhancing client relationships and resolving complex issues, showcasing strong problem-solving and communication skills. Led mentorship programs and demonstrating a commitment to continuous learning and team support.
Overview
3
3
years of professional experience
Work History
Client Service Specialist
Kestra Financial
2022.12 - Current
- Answered approximately 30 incoming calls daily maintaining client relationships, and resolving customer service issues
- Delivered timely and accurate login credential support, processing approximately 20 requests per day
- Resolved approximately 10 email cases daily within service level agreement, completing various tasks to ensure accounts and work items are processed in good order
- Participated in the Wingman mentorship program, conducting weekly meetings assisting and preparing newer team members to excel in their role
- Provided support to team members by assisting with providing accurate information to complete phone and email cases.
Client Service Representative
Charles Schwab
2021.11 - 2022.10
- Proficiently handled 50+ inbound calls daily, resolving customer inquiries related to financial transactions.
- Adhered to company policies, procedures, and compliance regulations to ensure the protection of clients' assets and personal information.
- Trained to identify common red flags of identity theft.
Education
Associate of Arts -
Southwestern Illinois College
Belleville, IL07.2015
Skills
Problem solving
Fast Learner
Analyzing Data
Adaptability
Communication
Multitasking
Detail Oriented
Licenses
FINRA Series 7
Timeline
Client Service Specialist
Kestra Financial
2022.12 - Current
Client Service Representative
Charles Schwab
2021.11 - 2022.10
Associate of Arts -
Southwestern Illinois College
Similar Profiles
Simon RozierSimon Rozier
Intern at Kestra FinancialIntern at Kestra Financial
Natalie GonzalesNatalie Gonzales
Compensation Data Specialist at Kestra FinancialCompensation Data Specialist at Kestra Financial
Brian FlinnBrian Flinn
Senior Systems Administrator at Kestra FinancialSenior Systems Administrator at Kestra Financial