Tyler Pera
Brentwood
Summary
Client-focused Relationship Manager, with 15 years experience in the financial industry, and a proven track record of resolving customer queries efficiently and providing tailored solutions to ensure customer retention. Skilled in conflict resolution and adept at building strong client relationships. Demonstrated expertise in customer engagement and implementing effective client retention strategies. Very quick to learn and adapt to changes. Expert in trading and money movement requests.
- PLEASE reach out to my manager Shayla Smith (Topstep Manager of Support) for a reference on my work, abilities, character, and success in my role.
- PLEASE reach out to Dario Baric (Topstep Senior Manager of Support Operations) for more insight of my skills, work ethic, abilities, and overall work.
Overview
15
15
years of professional experience
2
2
Certifications
Work History
Trader Support Specialist
Topstep
05.2025 - Current
Provide timely assistance to traders via phone and chat for billing issues, platform support, information on how Topstep works, trade execution discrepancies, and other issues pertaining to customers. Ranked #1 in tickets closed and CSAT rankings for all support representatives at Topstep. Very quick to learn and adapt, as I accomplished all of this within my first 90 day period.
Client Relationship Manager
Certitude Advisors
05.2014 - 05.2025
- Conducted support calls and emails with customers regarding their service needs.
- Collected client documentation required for onboarding, payouts, suitability, and much more.
- Resolved customer queries efficiently, responding promptly and professionally to inquiries.
- Worked on the brokerage side clearing through Raymond James Financial where I opened up new brokerage accounts for clients, processed money movements, and any other communications necessary with the brokerage and clients.
- Maintained all records for the company as I was also the Chief Compliance Officer.
- Executed trades and managed risk on behalf of traders
Client relationship associate
Kenilworth Asset Management
12.2010 - 04.2014
- Conducted regular follow-up calls to ensure customer satisfaction and address any concerns or issues.
- Kept records of client interactions and trade report information
- Utilized Microsoft Excel
Education
Bachelor of Arts (B.A.) - History
Indiana University Bloomington
Bloomington, IN12.2010
Skills
- Personally trained OVER 40 support representatives in training shadows
- Assigned/completed MULTIPLE TIMES over 200 customer support tickets within a 24/48 hour period during a company Widespread Issue to assist the company in catching up due to delayed response times
- Awarded Topstep's September Employee of the Month
- Topstep's 2025 #1 overall support representative in support Leaderboard
- #1 in customer support tickets closed
- #1 in CSAT approval rating in support (over 90%)
- Graduated from Indiana University in 25 years
- Founder of an Financial Investment Firm
- Executed THOUSANDS of trades for clients from our trade desk
- Chief Compliance Officer of an Investment Firm
- Successfully managed an RIA through a State of Illinois Audit in my role as CCO
Other Skills:
- Customer engagement
- Conflict resolution skills
- Relationship building and management
- Problem-solving aptitude
- Client needs assessment
- Client retention strategies
- Customer relations
- Client relations
- Customer service
- Problem-solving
- Excellent communication
- Client relationship management
- Futures/stock trading
- Brokerage account creation expert
- Money movement/payout expertise
- Maintained records as CCO
Certification
Series 66
Timeline
Trader Support Specialist
Topstep
05.2025 - Current
Client Relationship Manager
Certitude Advisors
05.2014 - 05.2025
Client relationship associate
Kenilworth Asset Management
12.2010 - 04.2014
Bachelor of Arts (B.A.) - History
Indiana University Bloomington