Steven McFeders
St Louis,MO
Summary
Dynamic and dedicated professional with a strong background in financial analysis, risk management, and client protection. Proven ability to track performance, analyze data, and implement strategic measures to drive success. Skilled in using advanced technologies and AI to solve problems, enhance communication, and lead effectively in the finance industry.
Overview
7
7
years of professional experience
Work History
Investor Services Representative
Charles Schwab
St Louis, Missouri
08.2021 - 09.2024
- Provided support for clients on complex transactions, such as transfers, distributions, and reinvestments.
- Assisted with the development of new procedures and processes related to investor services.
- Consistently demonstrated ownership of personal and professional development by proactively seeking coaching and implementing feedback.
- Took full responsibility for client inquiries, ensuring satisfaction through the use of the EDGE conversation framework to drive First Call Resolution (FCR) by setting clear expectations and providing empathetic, effective solutions.
- Monitored accounts for suspicious activities or fraudulent transactions, safeguarding client assets, and ensuring compliance with security protocols.
- Facilitated the transition of clients from TD Ameritrade to Charles Schwab, ensuring a smooth account setup and retention.
Marketing Strategy Consultant
Get it clean windows
Kansas City, MO
05.2017 - 07.2021
- Measured and reported on marketing campaign performance, gained insights and compared results against goals to identify strengths and weaknesses.
- Balanced company objectives and customer desires when formulating pricing and marketing strategies.
- Engaged with customers while managing a crew. As well as scheduling and ordering job in an organized manner.
- Maintained and built relationships with over 1,000+ customers.
Cutco Sales Representative
Cutco Cutlery
Kansas City, MO
07.2019 - 02.2020
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
- Contacted new and existing customers to outline benefits of products.
- Monitored customer order process and addressed customer issues.
- Fostered relationships with customers to expand customer base and retain business.
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
Education
BBA - Business Management
Missouri Baptist University
St Louis, MO04.2023
Skills
- Detail-Oriented
- Demand Generation
- Hard working with good positive energy to bring to the table
- Strategic Marketing
- Marketing Program Management
- Research analyst of current events
- Group projects and collaborating
- Photoshop and Video editing skills
- Social media analytical skill and creativity
- Sales and contract negotiation
Accomplishments
- Excellence Award, Charles Schwab
Recognized as one of the top 5% of employees company-wide, based on 100% client satisfaction survey results. Awarded for outstanding performance in client service and support. - Culture Club Winner, Charles Schwab Intern Academy
Honored for exceptional contributions to the company culture and fostering a positive, collaborative environment during the internship program. - Schwab Intern Academy Completion
Successfully completed a comprehensive training program focused on investment strategies, client services, and industry best practices. - Certified in Cyber Security and Phishing
Completed specialized courses in cyber security and phishing, gaining expertise in protecting client data and identifying potential security threats. - Protect Clients from Identity Theft
Actively engaged in initiatives and training to prevent identity theft, demonstrating a strong commitment to safeguarding client information and ensuring security compliance.
Timeline
Investor Services Representative
Charles Schwab
08.2021 - 09.2024
Cutco Sales Representative
Cutco Cutlery
07.2019 - 02.2020
Marketing Strategy Consultant
Get it clean windows
05.2017 - 07.2021
BBA - Business Management
Missouri Baptist University
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