Verified recordFinancial Services

Ben Biegelsen

Client Relations Specialist at Charles Schwab

Based in Washington, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Washington

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

b•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Ben Biegelsen

At Charles Schwab, my commitment to excellence in client relations is paramount, leveraging a robust educational background in Communications, Legal Studies, Economics, and Government from American University. The ability to distill complex financial concepts into actionable advice has been a cornerstone of my role as a Client Relations Specialist. Previously, as a Financial Services Representative at Fidelity Investments, I honed my skills in wealth management services and client services. Our team fostered meaningful relationships and navigated intricate financial services, ensuring clients felt empowered and supported in their financial decisions. This approach has not only met but often exceeded client expectations, solidifying the foundation for sustained branch success.

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