Summary
Overview
Work History
Education
Skills
Timeline
Generic

Louis Cliburn

San Marcos

Summary

Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.

Overview

9
9
years of professional experience

Work History

Sr. Onboarding Operations Specialist

Kestra Financial
11.2021 - Current
  • Travel to financial professional offices to provide support in transitioning their book of business with in-person deep dive trainings.
  • Serve as a subject matter expert in multiple processing workflows including New Accounts, Transfer of Assets, and Account Maintenance.
  • Act as a point of escalation for financial professionals for complex and/or unique situations.
  • Provide training and mentorship to fellow members of the team to ensure everyone has the same knowledgebase.

Onboarding Consultant

Kestra Financial
07.2021 - 11.2021
  • Work directly with financial professionals to manage their transition to a new broker dealer.
  • Coordinate with others to ensure timely filings of forms to the appropriate regulating bodies such as FINRA.
  • Act as the main point of contact for all escalations regarding a financial professional's transition to a new broker dealer.
  • Provide feedback to financial professionals and their staff to ensure they are adhering to company best practices.

Onboarding Operations Specialist

Kestra Financial
10.2020 - 07.2021
  • Process new account paperwork such as applications, incoming transfers, direct rollovers, and account features for transitioning firms.
  • Make contact with financial professional offices when paperwork is not in good order.
  • Educate representatives and their support staff on how to use the company's platforms.
  • Field and address operational questions from financial professionals and their staff by phone and email queues.

Account Services Specialist I

Kestra Financial
06.2019 - 10.2020
  • Establish and transfer end-client accounts as well as any account features
  • Travel to onboarding firms to assist with the transition process
  • Educate financial professionals on firm-facing systems
  • Maintain complete and accurate client account documentation

Construction Office Clerk/Helper

Kaspar Construction, LLC
11.2017 - 06.2019
  • Gather materials for workers to handle on job sites
  • Keep job sites clean and machines serviced
  • Coordinate and ensure all projects are completed on time
  • Help executives roll out workplace initiatives, as well as administrate daily affairs
  • Filing, copying, scanning, ordering supplies

ICQA Process Assistant

Amazon Fulfilment, SAT2
08.2017 - 11.2017
  • Managed indirect and direct ICQA labor hours to pending queues.
  • Monitored inbound flow of both transshipments and vendor receivables.
  • Partnered with all departments to discuss and improve metrics that demonstrated inventory quality.
  • Drove ICQA as a department to 70% direct labor hours for pre-peak 2017.
  • Selected as site point of contact to rollout web-based problem solve; transitioned all problem solve departments with zero downtime.
  • Pushed SAT2 to top in network for inbound transshipment flow.
  • Ensured SLA completion of ICQA related trouble ticketing, including but not limited to: transshipment manifest mismatches, AR pod build errors, site level tool faults.

Warehouse Associate

Amazon Fulfilment, SAT2
08.2016 - 08.2017
  • Received material coming in by vendors, customers or other warehouse accurately and promptly
  • Verified quantities and description of materials received by checking merchandise against packing lists
  • Prepared a receiving report, if none was available
  • Accurately placed material on shelves, in racks or other designated storage areas in an orderly manner

Education

Agriculture

Texas State University
San Marcos, TX
06.2016

Skills

  • Strong knowledge of current office practices & software
  • Cross-functional communication
  • Data Analytics
  • Experience in leadership
  • Productivity Management
  • Quality Control
  • Real-time Metric Assessment
  • Operations coordination

Timeline

Sr. Onboarding Operations Specialist

Kestra Financial
11.2021 - Current

Onboarding Consultant

Kestra Financial
07.2021 - 11.2021

Onboarding Operations Specialist

Kestra Financial
10.2020 - 07.2021

Account Services Specialist I

Kestra Financial
06.2019 - 10.2020

Construction Office Clerk/Helper

Kaspar Construction, LLC
11.2017 - 06.2019

ICQA Process Assistant

Amazon Fulfilment, SAT2
08.2017 - 11.2017

Warehouse Associate

Amazon Fulfilment, SAT2
08.2016 - 08.2017

Agriculture

Texas State University

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