Sierra White
Dallas,,TX
Summary
Detail-oriented and client-focused financial services professional with 4+ years of experience in brokerage operations committed to delivering exceptional client experiences while enhancing operational efficiency and data integrity.
Overview
5
5
years of professional experience
Work History
Cost Basis Associate
Charles Schwab
05.2024 - Current
- Processed and reconciled cost basis adjustments for equities, mutual funds, and fixed income securities, ensuring accurate tax reporting in compliance with IRS regulations
- Collaborated with internal teams and external firms to resolve discrepancies in transaction history, wash sales, corporate actions, and cost basis transfers.
- Provided timely and detailed support to client service teams by addressing complex cost basis inquiries and delivering clear documentation for audit and compliance purposes.
Client Services Operations Associate
Charles Schwab
09.2021 - 05.2024
- Supported the seamless integration of TD Ameritrade client accounts into the Charles Schwab platform, ensuring accurate data migration and minimal disruption to client services.
- Resolved high-volume client inquiries related to account transitions, transfers, and platform changes, maintaining a 95%+ satisfaction rating during peak merger activity.
- Documented process improvements and client feedback during the transition, contributing to operational refinements and future merger-readiness initiatives.
Customer Relationship Advocate
Fidelity Investments
10.2020 - 06.2021
- Delivered high-quality service to individual investors by resolving account inquiries, trade executions, and product questions, contributing to a consistent 90%+ client satisfaction rating.
- Executed equity, ETF, and mutual fund trades accurately in real-time environments, ensuring adherence to regulatory standards and internal compliance policies.
- Educated clients on investment strategies, trading tools, and Fidelity’s digital platforms, empowering informed decision-making and increasing digital adoption.
Education
MBA - Data Analytics
Louisiana State University Shreveport
Shreveport, LA07-2025
Bachelor of Science - Management
Florida State University
Tallahassee, FL08-2020
Timeline
Cost Basis Associate
Charles Schwab
05.2024 - Current
Client Services Operations Associate
Charles Schwab
09.2021 - 05.2024
Customer Relationship Advocate
Fidelity Investments
10.2020 - 06.2021
MBA - Data Analytics
Louisiana State University Shreveport
Bachelor of Science - Management
Florida State University
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