- Charles Schwab (Westlake, TX)
- …+ Reach out to Advisors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations + ... Consolidate touchpoints with Advisors into one call-out versus multiple attempts throughout the day + Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors + Identify trends in operational paperwork… more