Heath Grooms

- Provides first-class client service to new and existing retail investors through an array of areas including account opening and servicing, product education, and overall, general market updates

- Partnering with a Financial Consultant on client outreach, meeting scheduling, event planning, and operational needs

- Lead-generation for Financial and Investment Consultants with a proven track record of conversion

- Expanded company relationships with clients by providing a full spectrum of services through chat and email channels

- Worked reciprocally with other professionals and managers in cross team initiatives to improve the organization and eServices business model

- Engage in client discussions via chat and email regarding market conditions, trends, and providing investment education

- Recommends appropriate solutions to clients which align to their goals and promote Schwab growth

- Educate clients with discussions regarding new accounts, account maintenance, and market conditions

- Resolve client questions by use of company resources

- Provide customer service to current, former, and potential clients

- Participate in daily meetings to enhance knowledge of the healthcare industry

- Build and maintain a database of clients around the United States

- Cultivate and retain client relationships with consitent communication