Jason Roberts
About Jason Roberts
Jason Roberts is a Senior Onboarding Engineer at AdvisorEngine, where he has worked since 2022. He has a diverse background in customer experience and recruitment, with previous roles at Charles Schwab and Robinhood.
Work at AdvisorEngine
Jason Roberts currently serves as a Senior Onboarding Engineer at AdvisorEngine, a position he has held since 2022. He operates within the Dallas-Fort Worth Metroplex, where he focuses on enhancing the onboarding experience for clients. His role involves collaborating with various teams to ensure a smooth integration of services for new clients.
Previous Experience at Charles Schwab
Jason Roberts worked at Charles Schwab in multiple roles. He served as a Manager - Institutional from 2018 to 2021 for three years in the Dallas/Fort Worth Area. Prior to this, he was an Associate Relationship Specialist from 2017 to 2018 for eleven months. His experience at Charles Schwab contributed to his expertise in client management and institutional services.
Career Background
Jason has a diverse career background that includes roles in customer experience, data compliance, and recruitment. He worked as a Manager of Customer Experience at Robinhood from 2021 to 2022 and as a Global Recruitment Specialist at Evolution Global Talent Attraction from 2015 to 2017. His early career included positions in the hospitality sector and data entry.
Education and Expertise
Jason Roberts earned a Bachelor of Commerce degree in Economics from Victoria University of Wellington, studying from 2010 to 2013. His educational background provides a foundation for his analytical skills and understanding of economic principles, which he applies in his professional roles.
International Work Experience
Jason has gained international work experience in various countries, including the United Kingdom and New Zealand. His roles ranged from a Data Compliance Certificate Writer at Spark New Zealand to a Food and Beverage Attendant at InterContinental Wellington. This diverse experience has contributed to his adaptability and understanding of different work environments.