Nick Pham

Takes ownership of complex issues and proactively works on team objectives. Independently conducts research to identify solutions for advisor needs. Focuses on positive language and relationship building to provide a better advisor experience. Acts on feedback received and applies lessons learned to create good habits. Utilizes proactive conversation to further advisors' knowledge of Schwab's platforms and procedures. Strives to maximize potential by exceeding metrics and consistently providing accurate information to advisors encountered. Prioritizes exceptional service, productivity, and quality of interactions.

Built foundational knowledge and in-depth understanding of Schwab policy & procedure. Received and applied feedback to fine-tune service skills. Applied a learner's mindset and adapted to higher service demands during the TDA transition. Created good habits and confidence when using resources to find solutions. Developed into a self-productive and well-rounded service professional.

Assisted clients with account transactions and answered product/ service questions. Identified solutions and other products to improve client experience. Answered customer telephone calls promptly to avoid on-hold wait time and updated account information to maintain customer records. Maintained records and audit logs when conducting transactions.

Conducted outbound calls to identify customer needs and recommended company insurance products. Produced digital marketing campaigns such as SEO and email campaigns to attract potential customers.