Charlene Gorhan
Wall Township,NJ
Summary
Operations professional with 10 years of experience in financial services, client account management, and process optimization. Demonstrated success in delivering exceptional customer service while collaborating with cross-functional teams in fast-paced settings. Additional leadership experience gained through volunteer coordination and event planning.
Overview
17
17
years of professional experience
Work History
Family Sabbatical/Volunteer
Career Break
Wall Township, New Jersey
01.2023 - Current
- Took a dedicated period to focus on family responsibilities
- Directed a team of volunteers to plan and execute school events and fundraising initiatives over a three-year term as PTA President
Separately Managed Accounts Operations, Associate
BlackRock
Princeton, NJ
11.2013 - 01.2023
- Responsible for the onboarding of high net-worth accounts into the Private Investors and USPC channels
- Reviewed new accounts for client information, management, strategy, restriction data and billing details
- Processed accounts in all systems, including internal systems and trading platform(s)
- Worked with other areas such as Billing, Sales, and Portfolio Management to ensure accounts were properly managed
- Processed account maintenance requests, including but not limited to title, strategy, billing, and manager changes
- Implemented KYC procedures and ensured compliance with documentation requirements for diverse non-domestic client accounts
- Supported new employee training, both formally and informally
Assistant Manager, Bartender/Server
Court Jester Restaurant
Aberdeen, NJ
12.2008 - 10.2013
- Promoted to Assistant Manager in 2012, directing and overseeing operations during high-volume periods
- Handled cash reconciliation, sales reporting and bank deposits
- Promoted guest satisfaction, boosting repeat business and sales
- Previously served as a bartender and server, fulfilling all associated responsibilities
Education
Bachelor of Arts Degree - Elementary & Middle School Education (K-5 and 5-8) and History
Kean University
Union, NJ01.2009
Skills
- Microsoft Office
- APL trading platform
- Aladdin tech platform
- Merrill Lynch systems
- Customer service
- Multi-tasking
- Communication skills
- Collaborative nature
- Leadership skills
- Attention to detail
- Social media and Canva proficient
- Bilingual (Greek)
Timeline
Family Sabbatical/Volunteer
Career Break
01.2023 - Current
Separately Managed Accounts Operations, Associate
BlackRock
11.2013 - 01.2023
Assistant Manager, Bartender/Server
Court Jester Restaurant
12.2008 - 10.2013
Bachelor of Arts Degree - Elementary & Middle School Education (K-5 and 5-8) and History
Kean University
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