Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Salvador N. Flores

Watauga,TX

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Schwab Advised Solutions

Charles Schwab & Co
06.2022 - Current
  • Provide education, service and support to client and internal partners for Schwab intelligent portfolios and Schwab Intelligent Portfolios Premium
  • Provide support to both clients and internal partners for the Portfolio Solutions Product's Schwab offers


Sr. Portfolio specialist

TD Ameritrade
04.2021 - 06.2022
  • Responsible for Personalized Portfolio inbound calls and providing service and support to our high net worth clients
  • Assisted in website navigation, gathering suitability, account opening, and performance reporting
  • Conducted orientation sessions training for financial consultant new hires.

Portfolio specialist

TD Ameritrade
02.2018 - 04.2021

Financial Services Representative

TD Ameritrade
06.2017 - 02.2018

Education

BBA - Finance

University of North Texas
Denton, TX
05.2017

Skills

  • Client Satisfaction
  • Service Quality
  • Business Solutions
  • Client Needs Assessment

Certification

Series 7 (2017), Series 63 (2017), Series 66 (2018) Certified Financial Planner (2021)

Timeline

Schwab Advised Solutions

Charles Schwab & Co
06.2022 - Current

Sr. Portfolio specialist

TD Ameritrade
04.2021 - 06.2022

Portfolio specialist

TD Ameritrade
02.2018 - 04.2021

Financial Services Representative

TD Ameritrade
06.2017 - 02.2018

BBA - Finance

University of North Texas
Salvador N. Flores