April Clements
Des Moines
Summary
Operations professional with strong background in optimizing processes and driving team performance. Proven ability to lead collaborative efforts, adapt to changing demands, and deliver impactful results. Expertise in project management, workflow improvement, and team development. Known for reliability, strategic thinking, and fostering productive work environment.
Overview
12
12
years of professional experience
Work History
Specialty Operations Team Lead
Cetera
12.2020 - Current
- Efficient in use of Microsoft office
- Delegation of tasks to ensure SLA is met
- Leading and servicing multiple Broker dealers
- Collaborating with various departments to ensure workflow enhancement/processing/procedures are up to date
- Collaborating with Jiffy on automation of account opening/ releasing of accounts to invest.
- Trained, mentored and motivated team members to ensure team productivity is met
- Tracking and recording capacity/error trends
- Guiding and assisting teams with daily duties
- Responsible for reviewing and executing resolutions of escalation
- Managing daily business on a selection of platforms (Envestnet, salesforce, Adviceworks, Docupace, NetX360, Smartworks advisor, Folio trax
- Providing Exceptional Support to My Manager/supervisor/team with daily tasks to ensure the operations of the team run efficiently
- Handling Communication and system updates and enhancements that take place with Envestnet and ensure appropriate teams are involved
- Timely and professionally answering any emails or calls from financial representatives
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Conducted regular reviews of operations and identified areas for improvement.
- Trained new employees on company policies, procedures, and best practices to facilitate their rapid integration into the team.
- Managed complex projects with multiple deadlines, ensuring all objectives were met successfully.
- Improved operational efficiency by streamlining processes and implementing time-saving strategies.
- Collected, arranged, and input information into database system.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated staff performance and provided coaching to address inefficiencies.
Spray Technician
Terminix Pest Control
08.2019 - 11.2020
- Provided safe pest control services
- Accepted and processed payment
- Called clients and made appointments for pest control services
- Informed clients with completed services, detailing necessary information
- Apply chemicals per government and company regulations
- Accurately record what chemicals and items were used per clients.
- Restock service truck.
- Travel all over Iowa in a timely and safe manner.
- Ensured safety compliance through strict adherence to company protocols and OSHA regulations.
- Optimized pesticide usage by accurately calibrating equipment, reducing waste and environmental impact.
- Maintained knowledge of equipment necessary to complete jobs, acquiring new skills and techniques.
- Cleaned and prepared equipment necessary for projects.
- Used proper PPE and safety protocols for personal health and safety of other staff.
- Completed projects with attention to strict respiratory health standards to avoid accidents.
- Performed accurate record-keeping of materials used, ensuring regulatory compliance and inventory management.
- Streamlined workflow processes through effective communication with team members, improving overall efficiency within the department.
- Maximized equipment longevity with regular maintenance, reducing downtime and repair costs.
Assistant Manager
Blaze Pizza
08.2016 - 12.2018
- Models and creates an environment in which ensures a positive guest service experience
- Hire high quality people and ensure that all employees are trained, motivated and empowered to deliver total guest satisfaction.
- Evaluate each employee’s ability to maintain high levels of food quality, guest service and restaurant cleanliness.
- Develops and executes the business plan for the restaurant.
- Serves as a role model and sets a positive entire team in all aspects of business and personnel management.
- Effectively plans, organizes and implements all daily operational routines and activities.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
- Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
- Developed marketing strategies to attract new customers, increasing foot traffic.
Customer Service Representative
Shag Alternative
03.2016 - 04.2018
- Explain merchandise to customer
- Train new incoming staff members
- Rotate products
- Utilize Aloha & Rosnet computer systems
- Putting and pricing back stock
- Performed data entry for orders
- Performed customer service surveys
- Responsible for tracking and maintaining inventory
- Handled online orders and credit card transactions
Customer Service Representative
Wells Fargo
02.2016 - 08.2016
- Answered questions about escrow accounts
- Processed mortgage payments
- Upsold banking accounts
- Assisted with remortgages
- Performed data entry for customer information
- Managed client records
- Performed customer service surveys
- Responded to claim inquiries
- Responsible for tracking and maintaining inventory
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Collaborated with product team to communicate customer feedback, resulting in product enhancements.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
Assistant Manager
Jimmy Johns
06.2013 - 02.2016
- Exceeded customer expectations in regard to service and store cleanliness
- Supervised all financial aspects of food cost and labor goals for the shift and measured periods
- Preparing and following labor schedules and product projections
- Training, supervising, and motivating crew members
- Preparations of products and maintaining quality to meet Jimmy John’s brand standards
- Monitoring and use of all store service equipment
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Generated repeat business through exceptional customer service.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
Education
High School Diploma -
Colfax – Mingo
05.2011
Skills
- Operational excellence
- Team Training
- Project management
- Task delegation
- Data analysis
- Idea development and brainstorming
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking Abilities
- Problem-solving abilities
- Reliability
- Organizational skills
- Team leadership
Training
- Resilient Leadership course (Harvard university online course) - In process
- Public Leadership Credential (Harvard University online course) - In process
- Exercising Leadership: Foundational Principles (Harvard University online course) - In process
- Securities Industry Essentials - In progress
Timeline
Specialty Operations Team Lead
Cetera
12.2020 - Current
Spray Technician
Terminix Pest Control
08.2019 - 11.2020
Assistant Manager
Blaze Pizza
08.2016 - 12.2018
Customer Service Representative
Shag Alternative
03.2016 - 04.2018
Customer Service Representative
Wells Fargo
02.2016 - 08.2016
Assistant Manager
Jimmy Johns
06.2013 - 02.2016
High School Diploma -
Colfax – Mingo
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