Alex Sutherland Email & Phone Number

Apopka, Fl, Us

Orlando, Florida, United States

• Processed trades for domestic and international clients including individual stocks, ETFs, mutual funds, fixed income, and options.• Leveraged software in order to correspond with customers regarding various topics such as tax forms, account updates and general account information.• Made use of language skills in order to ensure that the services offered by Charles Schwab & Co. remain accessible to clients globally.• Led consultative conversations with clients regarding risk management, day trading, investment strategies, retirement, among others.• Collaborated with the Client Development Team to facilitate prospect conversion and expand client base.

Orlando, Florida, United States

● Assisted customers in troubleshooting and resolving software issues via phone and email while documenting inquiries and resolutions in a ticketing system.● Collaborated with cross-functional teams to escalate and resolve complex technical problems.● Conducted software training sessions for customers to enhance their understanding and usage of the products offered.● Maintained a high level of product knowledge to effectively address customer inquiries.

● Assisted financial advisors and operation managers with both simple and complex client demands including the processing of money movements, new accounts, account statements support and international account maintenance.● Conducted research related to tax reporting, estates planning and distributions, asset transfers, banking procedures and several other products and services by partnering with internal departments to determine the most suitable course of action to achieve the clients’ goals.● Led conversations between wealth advisory firms and their High-Net-Worth (HNW) clients regarding Schwab products and procedures.