Jordan Trimble
Omaha,NE
Summary
Customer service specialist with over 4 years of experience providing first-rate service in a highly regulated environment. Motivated by perfecting the process in order to achieve results. Skilled at understanding client needs, communicating, and pursuing work to its completion.
Overview
6
6
years of professional experience
Work History
Sr Specialist Schwab Private Client Services
Charles Schwab
Omaha, NE
10.2020 - Current
- Provided on call guidance for high net-worth clients seeking real-time results.
- Identified needs of clients promptly and efficiently.
- Coordinated with other departments to ensure successful completion of tasks.
- Participated in ongoing training and compliance activities.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Approached clients and engaged in conversation through use of effective interpersonal and people skills.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Project Manager & Quality Control
D&m Roofing & Siding
Omaha, NE
03.2019 - 03.2020
- Followed up on leads generated from marketing campaigns or other sources in order to increase sales opportunities for the company.
- Conducted regular site visits to evaluate existing roofs for potential repairs or replacement.
- Handled inquiries from existing customers by providing accurate information about products and services offered.
- Collaborated with new customers to give details about company offerings.
- Generated sales by prospecting leads, and cold calling.
- Evaluated prospective jobs to ensure appropriate profit margins for the company
Education
Biology
University of Nebraska, Lincoln
Lincoln, Nebraska, NESkills
- Customer service
- Project management
- Professional and courteous
- Rapport building
- Attention to detail
- Troubleshooting skills
- Work with minimal supervision
- Client education
- Verbal and written communication
- Client relationship management
Accomplishments
- Six time Excellence in Service Award winner
References
References available upon request.
Timeline
Sr Specialist Schwab Private Client Services
Charles Schwab
10.2020 - Current
Project Manager & Quality Control
D&m Roofing & Siding
03.2019 - 03.2020
Biology
University of Nebraska, Lincoln
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