Jake Spencer
Phoenix,AZ
Summary
Motivated and customer-focused professional eager to expand knowledge in the financial and market industries. Passionate about working with investment portfolios and assisting clients in planning for a secure financial future. Strong background in customer service with a focus on efficiency, clear communication. Committed to continuous learning and delivering high-quality support in a fast-paced, client-driven environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Specialist, Managed Investing Services
Charles Schwab
Phoenix, AZ
04.2025 - Current
- Respond to inbound client inquiries regarding managed investing products and AI-powered intelligent portfolios
- Communicate portfolio allocation strategies and explain risk tolerance considerations in a clear, client-friendly manner
- Guide clients through the features and benefits of various managed investment solutions to support informed decision-making
- Deliver exceptional customer service by simplifying complex financial concepts and building client confidence
Broker
Charles Schwab
Phoenix, AZ
06.2024 - 04.2025
- Manage inbound client calls, assisting with investment-related needs such as placing trades, facilitating money transfers, and addressing account inquiries.
- Educate clients on financial concepts, investment strategies, and platform navigation to empower informed decision-making and optimize their financial goals.
- Provide exceptional customer service by actively listening to clients, addressing concerns efficiently, and ensuring a positive and personalized experience.
Server
Eggstasy
Phoenix, AZ
02.2022 - 12.2023
- Exemplified the highest standards of hospitality, delivering unparalleled customer service tailored to individual preferences while adeptly managing multiple tables with efficiency.
- Consistently achieved top sales performance, maintaining high revenue figures, while garnering consistently positive reviews from satisfied customers for exceptional service delivery and attention to detail.
- Cultivated a welcoming atmosphere by establishing genuine connections with patrons, ensuring their dining experience is both memorable and enjoyable.
Education
Bachelors of Science - Marketing and Advertising
Grand Canyon University
Phoenix, AZ12.2023
Skills
- Finance
- Customer service
- Investment Fundamentals
- Investment Strategy
- Financial Regulation Knowledge
- Time management
- Communication skills
- Computer literacy
- Microsoft excel
- Financial Analysis
- Microsoft word
- Guest services
- Leadership
- Investment strategies
- Client relationship management
- Market research
- Problem Resolution
- Conflict Resolution
- Organizational Skills
- Analytical Skills
Certification
- NASSA Series 66
- FINRA Securities Industry Essentials
- Series 7
Timeline
Specialist, Managed Investing Services
Charles Schwab
04.2025 - Current
Broker
Charles Schwab
06.2024 - 04.2025
Server
Eggstasy
02.2022 - 12.2023
Bachelors of Science - Marketing and Advertising
Grand Canyon University
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