Sarah Sullivan
Indianapolis,IN
Summary
Client Service Representative at Charles Schwab with hands-on experience supporting clients in fast-paced phone and trading environments. Promoted to Specialist (Grade Level 55) within my first year after consistent performance and strong client results. Recognized for clear communication, reliability, and a collaborative coaching style. Actively building leadership experience through mentoring, huddles, and Future Leaders Academy training with the goal of moving into people-leader role to support newer representatives.
Overview
6
6
years of professional experience
Work History
Financial Service Representative - Specialist
Charles Schwab
Indianapolis, Indiana
06.2024 - Current
- Promoted to Specialist (Grade 55) July 2025 after strong performance and evaluations.
- Back Up Mentor for SSA: provided split coaching, 1:1 call reviews, and real‑time feedback during Extended Nesting and bullpen periods.
- Training & facilitation: led huddles and afternoon debriefs on trade and account topics and delivered the “Own Your Tomorrow” speech at SSA graduation.
- Knowledge management: created and maintained a OneNote resource to improve One Call Resolution for uncommon scenarios.
- Operational discipline: maintained zero Reg E violations and zero trade errors in 2025.
Hostess / Server / Expedite
Ann's Breakfast Restaurant
Franklin, IN
05.2020 - 06.2024
- Led high-pressure environments while maintaining accuracy and professionalism.
- Trained and guided new employees on processes, customer interactions, and workflow expectations.
Education
Bachelor of Business - Finance, Minor in Economics
Indiana University, Kelley School of Business
Indianapolis, IN05-2024
Skills
- SIE, Series 7, Series 63
- Series 9/10
- Microsoft Office Specialist
- Client Communication & Education
- Coaching & Peer Support
- Team Collaboration & Support
Awards
- Dean's List Highest Honors
- Excellence in Service - Q1 2025
- Excellence in Trading- Q2 2025
- Excellence in Service - Q4 2025
Accomplishments
SCOUT Program
Timeline
Financial Service Representative - Specialist
Charles Schwab
06.2024 - Current
Hostess / Server / Expedite
Ann's Breakfast Restaurant
05.2020 - 06.2024
Bachelor of Business - Finance, Minor in Economics
Indiana University, Kelley School of Business