Jacob Bridges
Peoria,United States
Summary
Finance professional with international experience and a strong foundation in client service, investment operations, and global business strategy. Currently working at Charles Schwab as a Financial Services Representative, assisting over 100 clients weekly with U.S. equity trades, financial planning tools, and account management—consistently achieving a client satisfaction rate above 95%. Gained firsthand insight into Japanese business practices through a study abroad program at Nanzan University in Nagoya, Japan, where I conducted research on management science and achieved Japanese language proficiency equivalent to JLPT N4. Adaptable, detail-oriented, and passionate about connecting global business perspectives with client-focused financial solutions.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
Charles Schwab
04.2025 - Current
- Executed an average of 50–70 client-directed trades per day, including stocks, ETFs, and mutual funds, ensuring 100% compliance with regulatory standards
- Assisted over 100 clients weekly with account management, asset transfers, and platform navigation, contributing to a client satisfaction rating above 95%
- Resolved an average of 30+ complex inquiries daily, often involving time-sensitive financial transactions, improving resolution times by 15% compared to team average
- Provided personalized guidance on retirement planning, portfolio tools, and financial education, resulting in increased product adoption across multiple accounts
- Maintained real-time knowledge of market trends and compliance policies, reducing escalations by 20% through proactive and informed service
Student internship
Togethr
01.2024 - 04.2024
- Enhanced two Key Performance Indicators by over 50%
- Developed and published an employee handbook
- Conducted market research leading to the discovery of over 100 prospective clients
Server
Lakeside Bar and Grill
07.2020 - 10.2023
- Successfully trained and onboarded 22 new employees, ensuring adherence to company standards and reducing onboarding time by one week
- Maintained 98% customer satisfaction scores by delivering exceptional service and resolving issues promptly
- Processed hundreds of transactions daily with 100% accuracy in cash handling, ensuring precise change delivery and balanced registers during every shift
Capstone Project
MRACCESS
01.2023 - 05.2023
- Conducted a comprehensive Total Addressable Market (TAM) analysis for MRACCESS, identifying key market segments and growth opportunities
- Gathered and analyzed data from over 70 sources to deliver actionable insights for strategic planning and expansion efforts
- Presented findings to senior management through detailed reports that enhanced decision-making
Education
BGM-Bachelors Global Management - Global Management
Arizona State University
Phoenix, AZ05.2024
Study abroad -
Nanzan University
Nagoya, Japan12.2023
Associate in Business - General Requirements
Glendale Community College
Glendale, AZ12.2021
Skills
- Japanese
- Microsoft office
- SIE License
- Multi-Tasking
- Cross-Cultural Communication & Negation
- Technical solution analysis
- Risk management
- Financial markets
- Investment strategies
- Financial reporting
Timeline
Financial Services Representative
Charles Schwab
04.2025 - Current
Student internship
Togethr
01.2024 - 04.2024
Capstone Project
MRACCESS
01.2023 - 05.2023
Server
Lakeside Bar and Grill
07.2020 - 10.2023
BGM-Bachelors Global Management - Global Management
Arizona State University
Study abroad -
Nanzan University
Associate in Business - General Requirements
Glendale Community College
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