KIARA ALLS
AUGUSTA
Summary
Detail-oriented Customer Service Representative with expertise in financial reporting and compliance. Manages complex accounting issues and fosters strong client relationships while ensuring regulatory adherence. Leads project management initiatives and engages teams to achieve successful outcomes in high-pressure environments.
Overview
5
5
years of professional experience
Work History
ADVISOR 1
Central Research Incorporation (CRI)
08.2023 - Current
- Led financial literacy workshops, empowering students to make informed financial decisions about education and loan management.
- Maintained detailed records to ensure compliance with financial regulations and standards.
- Advised CRI clients on policy questions and service options.
- Reviewed case files and verified information for accuracy.
- Resolved customer concerns using company procedures and calm communication.
Financial Services Representative
Voya Financial Advisors
06.2025 - 09.2026
- Delivered expert support to clients on student loan programs, repayment options, and retirement savings solutions, enhancing client understanding and satisfaction.
- Guided clients through 401(k) plans, retirement accounts, contribution options, and rollovers, ensuring informed decision-making and compliance.
- Communicated complex financial information, policies, and account processes in clear terms, facilitating client comprehension and trust.
- Review client information and identify appropriate resources, programs, and next steps based on individual circumstances.
- Assessed client information and selected relevant resources and programs for each situation.
- Utilized remote tools to assist clients effectively.
PRODUCTION ASSEMBLER
Club Car
Augusta, GA
02.2023 - 08.2023
- Collaborated with team to meet and exceed daily production targets, achieving deadlines while maintaining quality standards.
- Contributed to continuous improvement initiatives, providing input that enhanced production processes and reduced waste.
- Assembled Club Car golf carts on production line using hand and power tools.
- Interpreted work instructions and blueprints for accurate vehicle component placement.
- Installed wiring, seats, panels, and hardware following Club Car assembly standards.
PRODUCTION ASSEMBLER
John Deere
Grovetown, GA
07.2022 - 12.2022
- Ensured all machinery and equipment met or exceeded safety and quality standards, and performed thorough checks before release for final inspection or shipment.
- Adhered to Standard Operating Procedures (SOPs) and safety regulations during assembly to uphold a safe and efficient work environment.
- Assembled Club Car vehicle components on production line
- Installed wiring, hardware, and subassemblies using hand tools
- Verified parts against work instructions and build sheets
CATALOG AUDIT SPECIALIST
Aston Carter
10.2021 - 07.2022
- Evaluated complex accounting issues to deliver actionable insights.
- Audited financial records for Aston Carter client accounts and billing files.
- Reviewed invoices, purchase orders, and supporting documents for policy compliance.
- Reconciled account discrepancies and resolved exceptions with internal teams.
Education
Evans High School
Evans, GASkills
- Financial Literacy Education
- Financial Analysis
- Regulatory compliance
- Regulatory Reporting
- Financial Software
- Client Relationship Management
- Microsoft Office proficiency
- Project Coordination
- Conflict resolution
- Financial support
Timeline
Financial Services Representative
Voya Financial Advisors
06.2025 - 09.2026
ADVISOR 1
Central Research Incorporation (CRI)
08.2023 - Current
PRODUCTION ASSEMBLER
Club Car
02.2023 - 08.2023
PRODUCTION ASSEMBLER
John Deere
07.2022 - 12.2022
CATALOG AUDIT SPECIALIST
Aston Carter
10.2021 - 07.2022
Evans High School