Customer High School

Carlton Harris

Email: abpshz@r.postjobfree.com

Address:

City: St. Louis

State: MO

Zip: 63118

Country: USA

Phone: 314-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

To build and enhance positive relationships by providing excellent communications regarding financial analysis of customer accounts, in-depth product knowledge and handling of customer complaints and concerns in a patient, insightful, and professional manner.

Educational Background:

High School Dipolma from Southern Illinois University at Edwardsville, Edwardsville IL 1/2001 to 5/1986 (Mass Communcations Television and Radio)

Job History / Details:

Profile

To build and enhance positive relationships by providing excellent communications regarding financial analysis of customer accounts, in-depth product knowledge and handling of customer complaints and concerns in a patient, insightful, and professional manner.

Experience

March 2005 to Current

Scottrade St. Louis, MO

Scottrade Stock Broker National Service Center

Oversee income securities transactions, fund transfers, margin, options, and fixed income trades

Resolved customer issues through effective communication and problem solving through email, phone, and one on one consultative interactions

Travel extensively to Scottrade branches to manage employees and provide services to clients in day to day activities.

Achievements

Developed thorough knowledge of Moxie, Gain Loss Tax Center and Scottrade Platforms

Assigned sole responsibility for developing program and training Scottrades only visually impaired broker

Achieved Senior Broker Status June 2010

Evaluated broker performance in phone and emailinteractions with customers.

Assisted in responding to social media post to Scottrade through Facebook and Twitter platforms

Handled customer calls regarding technical computer issues

Experience

January 2000 to February 2005

First Financial Planners St. Louis, MO

Trader

Serviced financial planners by placing block trades in master and sub accounts and allocating shares to their client accounts

Placed equity and fixed income trades for individual accounts and analyzed their accounts for commission adjustments.

January 1998 to December 2000

Salomon Smith Barney St Louis, MO

Sales Assistant

Arranged meetings with wholesalers and coordinated seminars to attract clients by promoting and introducing different investment products.

Assisted clients with financial analysis of their accounts and placed trades

Education

1986 Southern Illinois University at Edwardsville Edwardsville, Illinois

Bachelor of Science Mass Communcations Television and Radio

Professional Licenses

Series 7 and 63

Professional Affiliations

Member of mentoring for young men program at Friendly Temple Baptist Church

Planning committee for Alzheimers Association event at Scottrade

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