Rachel Hernandez
Tempe,AZ
Summary
Highly-motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Financial Services Professional
LPL Financial
Tempe, Arizona
01.2025 - Current
- Provided administrative support to the Financial Advisors, including logging paperwork in good order, answering questions on onboarding new clients, and ensuring accounts are in good standing
- Conduct daily research for Financial Advisors on various aspects regarding establishing new accounts and client details
- Partner with our internal teams and Financial Advisors ensuring their clientele meets their financial goals within their firms
Associate, Client Services
Charles Schwab
Phoenix, AZ
01.2021 - 12.2024
- Developed customized retirement plan strategies with clients, taking into account individual goals and objectives.
- Reviewed employee contributions and distributions from all types of qualified plans.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
Senior Fraud & Claims Operations
Wells Fargo
Chandler, AZ
12.2017 - 11.2020
- Reviewed customer accounts for suspicious activity and fraudulent transactions.
- Identified fraud trends through detailed analysis of transaction data.
- Collaborated with my team to ensure proper resolution of fraud claims.
Barista
Target
Phoenix, AZ
05.2015 - 04.2017
- Greeted customers and took orders for coffee drinks, food items, and other beverages.
- Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
- Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
Skills
- Client Support
- Relationship Building
- Service Recommendations
- Risk Level Determination
- Strong analytical thinking
- Team collaboration
Leadership
- During my time at Recruit Training Command in Great Lakes, IL, I was assign to be a mentor for one of the female recruits that was falling behind. It came with the responsibility of insuring that she succeed throughout the multiple aspects of military training. Ultimately, withing that two week course, she got back on track with the rest the division and ended up graduating on time.
Timeline
Financial Services Professional
LPL Financial
01.2025 - Current
Associate, Client Services
Charles Schwab
01.2021 - 12.2024
Senior Fraud & Claims Operations
Wells Fargo
12.2017 - 11.2020
Barista
Target
05.2015 - 04.2017
Similar Profiles
Gerardo C DiazGerardo C Diaz
Capital Markets & Wealth Specialist at LPL Financial | Prudential FinancialCapital Markets & Wealth Specialist at LPL Financial | Prudential Financial
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)
Nico Delucia GarganoNico Delucia Gargano
Office Manager at Empire Financial Advisors, LPL FinancialOffice Manager at Empire Financial Advisors, LPL Financial
Teresa DiLorenzoTeresa DiLorenzo
President/Branch Manager at Distinctive Financial Services/LPL FinancialPresident/Branch Manager at Distinctive Financial Services/LPL Financial
Brandon PowellBrandon Powell
Quality Control Technician at Pauley Construction LLC.-Dycom IndustriesQuality Control Technician at Pauley Construction LLC.-Dycom Industries