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Charles
1rhall636@gmail.com
904-483-6297
245 Pine St.
Atlantic Bch, FL 32233
Customer Support Representative
15 years experience W2
0
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Average rating
60
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Summary

Experience
Customer Support
Banking/Financial
Sep 2019 - present
Jacksonville, FL
  • Assisted customers with making mortgage payments
  • Helped troubleshoot different repayment options with customers
  • Established effective relationships with key employees to resolve customer issues
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SME
Banking/Financial
Jun 2015 - May 2019
Jacksonville, FL
  • Provide training and guidance as a Subject Matter Expert in deepening to new hires.
  • Managed a book of business of upwards of $500 Million
  • Managed relationships of over 300 high-net worth clients
  • Secured relationships and procured new assets to the firm.
  • Assisted clients with complex trading strategies involving equities and debt markets
  • Assisted clients with opening all different kinds of accounts from simple equity accounts to trusts and estate accounts
  • Explained how different technical indicators affect the timing of market activity
  • Assisted clients with complex margin requirements on placing orders
Project Management
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Sales Agent
Banking/Financial
Jun 2007 - Jun 2010
Jacksonville, FL
  • Developed new accounts and maintained old accounts
  • Sales area covered Florida, south Alabama, South Mississippi
  • Face-to-face sales environment selling construction materials to large suppliers
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Non-cloudteam Skill
Education
Finance
University of North Florida 2015
Skills
Project Management
2019
4
Awards
Finance and Investment Society at UNF, 2011