Evan Wein
Stamford,CT
Summary
Adept Client Service Specialist with a proven track record at Charles Schwab & Co, enhancing client retention through exceptional communication and strategic problem-solving. Skilled in Microsoft Office and client onboarding, I've successfully translated complex product information into actionable insights, fostering robust client relationships and driving efficiency.
Overview
5
5
years of professional experience
Work History
Client Service Specialist
Charles Schwab & Co
Brookfield, CT
02.2024 - 10.2024
- Promoted available products and services to customers during service, account management and order calls.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Presented and explained fees, clearly clarifying invoices and company policies.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Provided customer service to clients by responding to inquiries and resolving complaints.
- Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
Housing Contractor
Mattia Housing inc
06.2023 - 09.2023
- Developed and maintained strong relationships with subcontractors and suppliers to ensure timely and cost-effective delivery of materials and services
- Identified and implemented innovative solutions to improve housing construction efficiency and quality
Bartender
Snarfs sandwiches
Denver, USA
01.2022 - 06.2023
- Developed and maintained a comprehensive knowledge of the menu, including ingredients and preparation methods, to ensure accurate and informed recommendations to customers
Waiter
Homegrown Tap and Dough
Denver, USA
02.2021 - 10.2021
- Maintained a clean and organized work area to ensure a safe and pleasant environment for both customers and staff
- Responsibilities included providing excellent customer service, taking orders, serving food and drinks, and ensuring customer satisfaction
Assistant to Property Manager
Gemstone Farms
New Canaan, USA
07.2019 - 12.2020
- Assisted in developing and implementing property management strategies to increase efficiency and profitability
Education
Bachelor of Science - Molecular Biology, Chemistry, Physics
University of Denver
06.2023
Skills
- Lab Analysis
- Exceptional communication
- Call management
- Client onboarding
- Client retention strategies
- Email etiquette
- Documentation skills
- Telephone skills
- Note Taking
- Microsoft Office
- Leadership
References
Richard Sica, Richard.Sica@Schwab.com, 203-448-2344
Val Jensen, valerie.jensen@prospectortheater.org, 203-644-020303
Emails
- Personal, evanwein2@gmail.com
References
References available upon request.
Timeline
Client Service Specialist
Charles Schwab & Co
02.2024 - 10.2024
Housing Contractor
Mattia Housing inc
06.2023 - 09.2023
Bartender
Snarfs sandwiches
01.2022 - 06.2023
Waiter
Homegrown Tap and Dough
02.2021 - 10.2021
Assistant to Property Manager
Gemstone Farms
07.2019 - 12.2020
Bachelor of Science - Molecular Biology, Chemistry, Physics
University of Denver
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