Chris Armas Email & Phone Number

Dallas, Texas

- Drive revenue growth and synergies through strategic initiatives within Marketing, Education, Client Notifications and business reporting to harmonize features between TD Ameritrade and Schwab Securities Lending products to deliver the best client experience.- Drive operational efficiencies by developing procedures to streamline the enrollment process to allow the services team to focus on higher value work.- Led the discovery work in our competitive analysis, client journey and segmentation to understand what features and enhancements to prioritize for future development.- Build external partnerships by facilitating job shadowing sessions and trainings on Securities Lending activities.- Create, implement, and analyze Tableau reports to improve business processes, increase revenue, and analyze for future strategic initiatives.

Dallas, Texas, United States

- Consult and educate clients on the mechanics of Short Selling and Fully Paid.- Achieve a 30% conversion rate when making outbound calls to clients to enroll in the Fully Paid program.- Resolve client complaints at the point of contact to minimize attrition.- Train new representatives in our Career Building Opportunity program to assist in our outbound calling campaign to increase client conversions.- Assisted with the establishment and development of our outbound calling team to our Advisor Services clients.

Austin, Texas, United States

- Engage with clients online to assist and/or educate on Schwab products and services to increase net new assets to the firm.- Resolve client complaints at the point of contact whether written or verbal to increase client engagement with the firm.

Austin, Texas, United States

-Assist clients with customer service requests on how to update their accounts and navigate on the website.- Execute client trades and educate clients on how to execute their trading strategies utilizing our tools online.