Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Isaiah K. Cooper

North Carolina

Summary

Dynamic Operations & Client Services Associate at LPL Financial with a proven track record in enhancing documentation processes and interdepartmental communication. Skilled in data analysis and conflict resolution, I successfully improved efficiency by 25% while maintaining compliance and confidentiality standards. Passionate about delivering exceptional client support and fostering collaborative environments.

Overview

3
3
years of professional experience

Work History

Operations & Client Services Associate

LPL Financial (Contracted via TEKsystems)
Fort Mill
10.2024 - Current
  • Provided responsive administrative support to financial advisors, managing sensitive client account records in compliance with financial protocols.
  • Processed new account setups, transfers, and fund movements with a strong focus on accuracy and timeliness.
  • Maintained internal documentation, monitored transactions, and resolved account discrepancies while upholding confidentiality standards.
  • Collaborated with multiple departments to ensure smooth onboarding and transitions across platforms.

IT Business Intern / Administrative Support

ITConsulting
Morrisville
01.2023 - 08.2024
  • Assessed workflow feasibility for new technical solutions and maintained comprehensive records of system updates and issue resolutions.
  • Created, managed, and streamlined documentation processes, increasing efficiency and data accessibility by 25%.
  • Delivered status reports and updates to leadership, improving communication between internal teams and stakeholders.
  • Provided logistical and operational support for biomedical storage monitoring systems.

Instructional Development Assistant

Southpoint Academy (Prosperous Living)
Durham
08.2023 - 06.2024
  • Prepared classroom materials and assisted with curriculum planning in support of educational programming.
  • Delivered 1:1 academic and behavioral support to students, leading to improved engagement and comprehension.
  • Facilitated classroom discussions and learning activities, improving participation by 25%.
  • Maintained accurate records of student performance and behavior interventions.

Education

Bachelor of Science - Business Administration – Concentration: Business Solutions

University of North Carolina at Greensboro
Greensboro, NC
12.2023

Associate of Arts - Business Administration

Wake Technical Community College
Raleigh, NC
07.2020

Skills

  • Office Administration & Clerical Support
  • Documentation & Recordkeeping
  • Data Analysis & Report Preparation
  • Interdepartmental Communication
  • Project Coordination
  • Time & Calendar Management
  • Customer Service & Conflict Resolution
  • Microsoft Office Suite (Word, Excel, Outlook)
  • Confidentiality & Compliance
  • Public Service Mindset
  • Problem solving
  • Escalation management

Affiliations

  • Alpha Phi Alpha Fraternity, Inc.
  • Vice President
  • Marketing Coordinator
  • Logistics Coordinator
  • Chaplain
  • UNCG Chapter | April 2022 – December 2023
  • The National Pan-Hellenic Council (NPHC)
  • Parliamentarian

Timeline

Operations & Client Services Associate

LPL Financial (Contracted via TEKsystems)
10.2024 - Current

Instructional Development Assistant

Southpoint Academy (Prosperous Living)
08.2023 - 06.2024

IT Business Intern / Administrative Support

ITConsulting
01.2023 - 08.2024

Bachelor of Science - Business Administration – Concentration: Business Solutions

University of North Carolina at Greensboro

Associate of Arts - Business Administration

Wake Technical Community College

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