Jacob Tkachuk Email & Phone Number

Chicago, Illinois, United States

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Chicago, Illinois, United States

• Field inbound calls, chats, and secure messages facilitating the needs of the Active Trader client• Place trades per the client’s specifications• Provide timely and accurate responses to inquiries and issues related to trading, margin, and risk• Demonstrate excellent customer service acumen and subject matter expertise in answering questions pertaining to E*TRADE platforms/tools, securities, and investing

Chicago, Illinois, United States

• Provided dedicated support to a team of 12 FCs in the Chicago branch • Utilized strong multitasking and organizational skills to manage several projects and requests simultaneously • Educated team on internal policy/process changes, best practices, and relevant industry news by leading weekly presentation titled “Jake’s Updates” • Referred leads to FCs resulting in $50MM+ in NNA for Chicago branch in 2022 • Processed client requests including wire transfers, internal asset transfers, disbursements, account updates, check deposits, etc. • Guided clients through complex processes including account transfers, new account applications, adding power of attorney to accounts, registration changes, etc.

Bridgeview, Illinois, United States

• Serviced the needs of 30+ regular clients in addition to call-ins• Consulted with clients, both in-person and via telephone, to understand project needs and provide proposal for services including quotes, 3D Lift Plans, and other supplementary materials• Achieved $800,000 total sales revenue in 2020 comprised of 120 closed deals• Surpassed 2020 sales revenue target of $700,000 by 14.3%• Managed several ongoing projects simultaneously, requiring strong multitasking and organizational skills• Led a sales team initiative to integrate Pipedrive CRM into daily operations, greatly improving sales team communication and reducing inefficient overlap of sales activities• Nurtured customer relationships to build trust as their crane services advisor and encourage repeat business

Chicago, Il

• Consulted with clients to evaluate insurance needs and recommended coverage options• Prepared detailed quotes and performed presentation of proposed policy or policy changes• Maximized growth and client retention through superior customer service• Utilized Salesforce CRM to schedule follow-up activities and record relevant customer/prospect information

Naperville, Illinois, United States

• Performed guided tours of model homes, presenting features, advantages, and benefits in alignment with prospects‘ needs• Developed and distributed digital marketing content to targeted prospects and realtors• Assisted in the sales of 28 new homes in 2017, exceeding $10,000,000 in total sales revenue• Recognized as top-performing community in the Illinois branch in 2017

Alsip, Illinois, United States

• Managed and developed the firm’s online newsletter• Produced educational videos related to insurance industry news for use on company newsletter

Bachelor Of Science (Bs), Marketing, 3.5 Cumulative Gpa

Activities and Societies: Delta Chi National Fraternity Alumni, Construction Management Club Course Emphasis: Professional Sales

High School