Rachel Allen
Palm Harbor,Florida
Summary
Client-focused financial services professional with experience supporting high-volume account management, investment transactions, and client relationships. Proven ability to assist advisors, maintain operational accuracy, and deliver a high level of service in fast-paced environments. Strong background in Salesforce and workflow management, with a commitment to continuous growth and obtaining industry licensing. Seeking to contribute to a full-service firm such as Raymond James.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Manager
Advanta IRA
Clearwater, FL
05.2022 - Current
- Serve as a primary point of contact for clients, delivering a high level of service and strengthening client relationships
- Support clients and internal teams by ensuring timely and accurate execution of investment transactions
- Maintain detailed account records and documentation in accordance with internal procedures and compliance standards
- Utilize Salesforce to manage client interactions, track requests, and maintain organized workflows
- Collaborate with internal departments and external partners to resolve issues and complete transactions efficiently
- Administered a high-volume portfolio of 800–1,200 accounts with a 1.5% reject rate, demonstrating strong attention to detail and operational efficiency
Lead Barista
Power Design Inc.
St. Petersburg, FL
09.2019 - 05.2020
- Maintained the highest standards, conduct and service, to support the company's best practices.
- Managed inventory by establishing and adjusting ordering parameters, accurate forecasting, and monitoring waste.
- Collaborated with Executives to discuss future adjustments to increase sales and operational efficiency.
- Resolved customer disputes with tact and professionalism.
- Led team in daily operations, ensuring high-quality beverage preparation and customer service.
Lead Barista Trainer
Starbucks
Palm Harbor, FL
03.2017 - 09.2019
- Protected store assets and facilities by complying with company policies and procedures.
- Maintained calm demeanor during high-volume periods and special events.
- Maintained optimal inventory levels and kept coffee and food costs in line with budget limitations.
- Provided individualized instruction to match personal strengths, background and learning style of each employee.
- Maintained clean and organized workspace, enabling coworkers to locate resources and product.
Windows Leader
Dunkin Donuts
Clearwater, FL
01.2016 - 03.2017
- Evaluated existing processes and employee strengths to realign workflows, ensuring alignment with dynamic business requirements.
- Optimized work area to increase production, reduce turnover, eliminate waste, and enhance quality standards.
- Assessed and verified incoming supplies against established material specifications and quality benchmarks.
- Adhered to company policies, objectives, and communication goals.
- Addressed customer complaints and implemented procedural adjustments to enhance service delivery.
Head Bakery Associate
Winn Dixie
Palm Harbor, FL
08.2014 - 12.2015
- Provided an exemplary level of service to guests to both maintain and extend relationships for future business opportunities.
- Monitored on-hand items to proactively replace low stock and keep production levels within optimal tolerances to meet expected demands.
- Provided top-rated customer service to foster satisfaction and loyalty.
- Stayed up to date on payment policies, store promotions, and security practices.
- Maintained cleanliness and organization in bakery area to ensure food safety compliance.
Education
Bachelor of Science - Financial Services
St. Petersburg College
Tarpon, FL05-2022
Associate of Arts - Finance
St. Petersburg College
Tarpon, FL2017
Skills
- Client Relationship Management
- Advisor Support
- Account Administration
- Investment Transaction Processing
- Salesforce (CRM)
- Financial Documentation & Compliance
- Workflow & Process Improvement
- Problem Resolution
- High-Volume Client Support
- Communication & Client Education
Certification
Licenses & Certifications
Securities Industry Essentials (SIE) — Planned 2026
Series 7 — Willing to obtain with sponsorship
Series 63/65/66 — Willing to obtain with sponsorship
Timeline
Account Manager
Advanta IRA
05.2022 - Current
Lead Barista
Power Design Inc.
09.2019 - 05.2020
Lead Barista Trainer
Starbucks
03.2017 - 09.2019
Windows Leader
Dunkin Donuts
01.2016 - 03.2017
Head Bakery Associate
Winn Dixie
08.2014 - 12.2015
Bachelor of Science - Financial Services
St. Petersburg College
Associate of Arts - Finance
St. Petersburg College