Jason Rogers

Candidate Information

Email: [email protected]

Phone: 770.756.2901

Salary Expectation: 75000

Skills: Jason’s experience directly supports his ability to manage client relationships in finance through several key roles and demonstrated competencies: As a Client Service Associate at E*TRADE Financial, Jason acted as the main point of contact for high-value clients, managing sensitive financial inquiries and delivering personalized service. This required effective communication, attention to detail, and the ability to handle confidential information—all essential for building and maintaining trust with clients in the financial sector. He collaborated with internal sales and investment teams to execute client requests and prepare presentations, showcasing his teamwork and cross-functional coordination skills, which are crucial for addressing diverse client needs and ensuring seamless service delivery. Jason’s role at FedEx Freight involved serving as the primary administrative liaison, managing customer communications, and proactively resolving escalated client issues with professionalism and discretion. This experience highlights his ability to handle complex client interactions and maintain satisfaction under pressure. As a PT Teller at Wells Fargo, he managed confidential transactions, supported compliance tasks, and balanced competing priorities with accuracy, reinforcing his reliability and integrity in handling financial matters. Across all positions, Jason demonstrated strong organizational skills, deadline focus, and a high degree of accountability, all of which are vital for managing ongoing client relationships in a fast-paced financial environment. Salesforce and Orion proficiency

Current Location: Atlanta

Willing to Relocate?:

Relevant Experience: How Jason's Cross-Functional Collaboration Improved Client Satisfaction 1. Seamless Execution of Client Requests At E*TRADE Financial, Jason collaborated with internal sales and investment teams to execute client requests and prepare presentations. By working closely with these departments, he ensured that clients received accurate, timely, and comprehensive solutions to their financial inquiries. This teamwork minimized errors, reduced response times, and enhanced the overall client experience. 2. Effective Problem Resolution During his role at FedEx Freight, Jason coordinated across departments to meet client needs under tight deadlines. His ability to proactively resolve escalated client issues—by involving the right teams and resources—meant that clients’ problems were addressed quickly and professionally. This cross-functional approach helped maintain high levels of client satisfaction, even in challenging situations. 3. Consistent Communication and Follow-Up Jason’s experience required him to maintain detailed records and follow up on client cases with urgency and professionalism. By keeping all relevant departments informed and engaged, he ensured that clients were regularly updated and that their concerns were never overlooked, building trust and loyalty. 4. Operational Efficiency As Supervisor of Operations at LAZ Company, Jason acted as a liaison between senior leadership and frontline personnel. His ability to bridge communication gaps and coordinate tasks across different teams ensured that client-facing operations ran smoothly, deadlines were met, and service quality remained high. 5. Enhanced Personalization and Attention to Detail Jason’s collaboration with various internal teams allowed him to tailor services and communications to each client’s unique needs. By leveraging insights from different departments, he was able to provide more personalized and effective support, further boosting client satisfaction. Summary: Jason’s cross-functional collaboration has directly contributed to improved client satisfaction by ensuring seamless service delivery, rapid problem resolution, consistent communication, operational efficiency, and personalized client care. His ability to coordinate efforts across departments has made him a valuable asset in any client-focused financial environment.

Work Authorization:

Highlights: Jason Roger – Key Professional Achievements
1. Managing High-Value Client Relationships at E*TRADE Financial

Served as the main point of contact for high-value clients, handling sensitive financial inquiries and delivering personalized service.

Collaborated closely with internal sales and investment teams to execute client requests and prepare presentations, demonstrating advanced communication and confidentiality skills.

2. Proactive Issue Resolution at FedEx Freight

Acted as the primary administrative liaison, managing freight documentation, scheduling, and customer communications.

Maintained accurate records, reconciled financial transactions, and proactively resolved escalated client issues with professionalism and discretion—ensuring client satisfaction in a fast-paced environment.

3. Operational Accuracy and Compliance at Wells Fargo

Delivered high-quality customer service while performing operational tasks with precision.

Managed confidential transactions and compliance tasks, balancing competing priorities and maintaining a high degree of accuracy.

4. Leadership and Coordination at LAZ Company

Led operations and administrative activities for a fast-paced service team, including scheduling staff, managing timekeeping, and processing reports.

Served as a liaison between senior leadership and frontline personnel, requiring strong leadership, organizational, and communication skills.

5. Discipline and Resilience as a Professional Athlete

Demonstrated discipline, focus, and resilience as a Major League Baseball professional, performing under pressure and developing strong interpersonal and teamwork skills—qualities that translate effectively to client service and financial environments.

Resume: View Resume

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