Self-driven and demonstrated ability to work in a high-volume environment.
Ability to quickly learn new technology and utilize a variety of data and systems to proactively identify solutions to meet client needs.
Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
Excellent operational and follow-up skills with the ability to manage complex work.
Engaging interpersonal, verbal, and written communication skills.
Demonstrated ability to be self-directed, and quickly develop a full understanding of business.
Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
Attention to detail and accuracy due to nature of risk with responsibilities.
Identified areas in need of critical improvement and implemented strategies to achieve targets.
Account Solutions Operations Specialist
CHARLES SCHWAB
Orlando, FL
01.2020 - 09.2024
Committed to ensuring adherence to regulatory requirements outlined by AML policy and internal procedures when processing client requests for new account generation or maintenance inquiries with relation to Advisor Services as well as international client segments.
Understanding of domestic and international client policy through review of internal resources, training, and critical risk scenarios encountered in the role.
Fulfill designated SME responsibilities for Operations Account Solutions and participated in review and maintenance of governing procedures.
Designated Organizational Subject Matter Expert as one of a limited number of representatives assigned to carry out openings for incorporated and non-incorporated account types.
Designated Clone SME to assist in handling of accounts impacted by fraudulent activity in connection with escalations for business partners.
Designated Kaspick SME assigned to handle specialized account review and open for accommodation-based clientele.
Demonstrate flexibility and an ability to collaboratively work with team members to deliver high quality service and meet internal business needs.
Maintain high quality of work and productivity through Enlighten system capturing methods within the current department.
Apply business judgment while taking in consideration of the business, brand, financial and regulatory risks in Advisor Services as well as international client segments.
Exhibits a passion for client service, positive energy, and problem-solving skills to assist clients as well as performing detailed research and follow up.
Received inbound calls from clients and made outbound calls by using my analytical skills to ensure appropriate handling of concerns or questions.
Volunteered additional call activities outside of the primary role to support department needs, allowing for a 10% productivity increase within the home-team.
Assigned to provide new and existing representatives of Account Solutions with dedicated training and support.
Manage multiple tasks effectively by balancing high productivity with excellent service quality.
Maintain the ability to handle additional responsibilities outside the team's core functions while achieving high performance.
Participated in RSO Tag Assignment for a period of 4 months in 2022 and demonstrated an ability to quickly adapt to new functions as well as achieve the highest productivity rating within temporary team assignment according to leadership feedback.
Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
Client Services Assistant
ARSENALFX COLOR
Santa Monica, CA
09.2018 - 09.2019
Analyzed the financial impact of transportation and food expenses on the company's budget and facilitated ways to reduce costs and improve services.
Used resources and interpersonal skills to arrange and coordinate calendar with clients and team members for better functioning screenings.
Improved department productivity and functionality by organizing timely media dispatch for multiple shows to be ready for postproduction Management.
Served as a reliable point-of-contact for both internal teams and external clients, fostering seamless collaboration across projects.
Provided exceptional support during high-pressure situations, demonstrating professionalism and empathy at all times.
Facilitated communication between clients and other service providers.
Developed and maintained accurate records of programs and services.
Skillfully managed competing priorities, balancing responsiveness to multiple clients'' needs while maintaining exceptional attention to detail and professionalism.
Client Services Representative
THE MILL
Los Angeles, CA
02.2017 - 06.2017
Supported the directors by coordinating all projects and operations for the client services department.
Executed project operations by confirming resource availability, submitting project deliverables, and preparing status reports.
Utilized excellent organizational skills to create, maintain, and organize project documents, plans, reports, and other project related documents.
Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
Trained staff on operating procedures and company services.
Followed up with customers about resolved issues to maintain high standards of customer service.
Collaborated with other departments to develop ways to increase customer satisfaction.
Production Coordinator
KOSTIC FILMS
New York
01.2015 - 12.2015
Planned pre-production, established, and communicated project deliverables to meet deadlines and maintain project schedules.
Coordinated the crew and casting by negotiating, analyzing, and preparing agreements, subcontracts, and cost control budgets.
Scheduling all productions and ensuring a smooth workflow for the team - while keeping all Productions on Budget.
Coordinated with production team to support productivity targets and deadline management.
Ensured timely delivery of projects by closely monitoring schedules and milestones.
Managed daily operations on the production floor, maintaining a safe and organized workspace.
Reduced production costs, negotiating better rates with suppliers and optimizing resource usage.
Production Assistant
FAMOUS NO. BODY PRODUCTION
Charlotte, NC
12.2011 - 02.2014
Assisted directors on commercials production photoshoots, short films, and fashion show production.
Successfully coordinated and managed 3 TV commercials, one short film and fashion show production by: casting and hiring models - Following Art Director and Commercial needs. Also ensuring legal contracts are in place and signed.
Assisting the Production Manager with set preparations making sure everything is ready and organized for the filming crew eliminating any delays.
Stayed alert, active, and ready to respond to any request at any time using variety of available resources.
Maintained a safe and clean work environment, contributing to overall team productivity.
Supported on-time project completion by effectively prioritizing tasks and managing workflow.
Supported current production needs by moving items between equipment, conveyors, and staging areas.
Provided reliable administrative support for the production team, enabling efficient task completion.
Managed inventory of production supplies to avoid shortages, ensuring uninterrupted operations.
Account Manager and Media Festival Organizer
METROMEDIA
Banja Luka, BiH
12.2009 - 06.2011
Developed, organized, and managed projects resources such as materials, equipment personnel, and subcontractors.
Provided administrative support such as coordinated travel arrangements, prepared meetings, assisted in creating campaigns and organization and coordinating events.
Coordinated in- and outbound work projects within the department and made sure deadlines were met.
Prepared and executed media festival program which was a huge success and created new business for the company.
Produced monthly catalogs and handled design and production with the design team and supplier preventing any errors from happening.
Established clear communication channels between clients and internal teams, ensuring seamless project execution.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Negotiated contract terms with clients, securing favorable agreements for both parties.
Cultivated portfolio of high-value clients by leveraging industry knowledge and strategic networking.
Coordinated with product development teams to relay client feedback, influencing future product enhancements.
Developed, maintained and utilized diverse client base.
Production Manager
EMOTE PRODUCTIONS
Belgrade, Serbia
08.2008 - 06.2009
Supervised 30-person production department and made production days smooth and completed on time which helped finish the project on time and avoid waste.
Sourced vendors, gathered quotes, and managed on-site logistics. Created a preventive maintenance plan to reduce production interruptions.
Assisted in creating contracts and maintaining vendor relationships making sure everyone is paid on time and correctly.
Booked travel arrangements for all productions negotiating best possible prices.
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.
Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.