Logan Ellis
Littleton,CO
Summary
Detail-oriented financial services professional skilled in client relations, account maintenance, and financial education. Provides high-quality service in fast-paced environments, effectively addressing account and transaction needs. Strong problem-solving skills and a commitment to supporting the team help drive success, achieve organizational goals, and confidently take on new challenges.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Licensed Financial Services Representative, Specialist
Charles Schwab
04.2024 - 07.2026
- Managed high volume of inbound client interactions, identifying needs and delivering timely, accurate solutions for account and transaction requests to enhance client satisfaction.
- Managed a high volume of inbound client interactions, identifying needs and providing timely, accurate solutions across account and transaction requests.
- Executed client-directed trades accurately while following firm procedures, regulatory requirements, and risk controls.
- Used market news and regulatory updates to help inform weekly team huddles and support consistent, compliant client service.
- Supported direct manager with clerical and administrative tasks, contributing to organized team operations and efficient workflow.
- Earned multiple awards from managers and department directors for achieving a 100% client satisfaction score.
Shift Supervisor
Loyal Coffee
02.2022 - 03.2024
- Supervised daily operations, ensuring efficient workflow and high-quality service delivery.
- Resolved customer complaints promptly, enhancing overall customer satisfaction and loyalty.
- Trained and supported team members, delegated responsibilities, and maintained organized, accountable work environment to enhance team cohesion.
- Streamlined scheduling processes to optimize labor costs while meeting peak demand periods.
Guest Advocate
Target
07.2021 - 01.2022
- Managed front-end operations and prioritized tasks to maintain a professional customer experience.
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
- Handled returns and exchanges professionally, maintaining positive relationships with guests while adhering to company policies.
Shift Supervisor
Starbucks
09.2016 - 06.2021
- Led daily operations, enhancing team performance in high-volume customer environment.
- Handled cash management, scheduling support, and customer issue resolution with strong attention to accuracy.
- Trained employees, ensuring consistent service, productivity, and adherence to operational standards.
- Implemented inventory management practices to reduce waste and maintain stock levels effectively.
Education
Associate of Science - Psychology
Collin College Community College
01-2020
Skills
- Financial Product Education
- Trade & Transaction Processing
- Trade operations
- Policy compliance
- Relationship Management
- Problem solving
- Team leadership
- Time management
- Clerical support
- Client Service Support
- Communication skills
Certification
FINRA Series 7 | FINRA Series 63 | SIE
Timeline
Licensed Financial Services Representative, Specialist
Charles Schwab
04.2024 - 07.2026
Shift Supervisor
Loyal Coffee
02.2022 - 03.2024
Guest Advocate
Target
07.2021 - 01.2022
Shift Supervisor
Starbucks
09.2016 - 06.2021
Associate of Science - Psychology
Collin College Community College