Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Accomplishments
Timeline
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Franklin Rodriguez

Chicago

Summary

Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy. Bilingual in the Spanish language, I help bring an extra element of support and expertise when working with clients outside the United States markets.

Overview

4
4
years of professional experience

Work History

Digital Client Service Associate

J.P. Morgan Asset Management
Chicago
06.2024 - 06.2025
  • Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.
  • Maintained accurate records of all client transactions and communications.
  • Provided superior customer service by responding promptly to client inquiries and requests.

Healthcare Account Manager

CDW
Chicago
09.2022 - 01.2024
  • Oversee 70+ hospitals and clinics in the Midwest to manage and provide IT solutions that would be most effective for their environment.
  • Managed existing client relationships and provided customer service support.

Culture Coordinator

Noble Schools
Chicago
10.2021 - 04.2022
  • Led initiatives aimed at promoting academic excellence among all students.
  • Analyzed data to identify trends in student engagement and developed strategies for improvement within the classroom.
  • Developed relationships with external organizations to create opportunities for students' professional growth.

Education

Master of Science - Marketing

Loyola University of Chicago
Chicago, IL
01-2024

Bachelor of Arts - Business Administration

DePauw University
Greencastle, IN
05-2021

Skills

  • Client relationship management
  • CRM software
  • Data analysis
  • Transaction processing
  • Customer service
  • Technical troubleshooting
  • Fluent in Spanish

Languages

Spanish
Full Professional

Affiliations

  • Loyola Men's Soccer Club
  • CDW HOLA Business Resource Group
  • DePauw Phi Delta Theta Fraternity Risk and Safety Chair

Accomplishments

  • J.P. Morgan Outstanding Service Award Feb 2024
  • CDW Top Sales in the Rural Independent and Community Hospitals Sector March 2023
  • Published article on The Depauw Newspaper - Anthony Baratta: A Man with a mission and a bike (April 2018)

Timeline

Digital Client Service Associate

J.P. Morgan Asset Management
06.2024 - 06.2025

Healthcare Account Manager

CDW
09.2022 - 01.2024

Culture Coordinator

Noble Schools
10.2021 - 04.2022

Master of Science - Marketing

Loyola University of Chicago

Bachelor of Arts - Business Administration

DePauw University
Franklin Rodriguez