Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rachel R Hernandez

San Diego

Summary

Results-oriented Operations Associate with expertise in process improvement, client support, and data management. Focused on enhancing efficiency and accuracy in workflows. Strong time management and communication skills foster effective teamwork and lasting customer satisfaction. B.S. in Business Psychology from UC San Diego.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Operational Services Account Solutions

TD Ameritrade/Charles Schwab
San Diego
01.2021 - 03.2026
  • Data entry of new accounts, reviewing documents and solving issues while opening and maintaining accounts for investment advisors
  • Working with programs including MyQ, Client Central, AS Tools, ACA, COAST, and Microsoft office (Excel, Outlook, Teams)
  • Multitasking various systems to process work items accurately and boost completion of new applications

Operations Specialist

LPL Financial
San Diego
07.2021 - 10.2021
  • Moved funds between client accounts for financial advisors in BETA database, ensuring accuracy and compliance.
  • Processed journals to transfer assets from deceased and high-value accounts to beneficiaries or third parties, verifying all required documents were on file.
  • Automated and streamlined operational processes using software tools, enhancing efficiency in daily tasks.

Delivery Driver

OnTrac
San Diego
11.2020 - 05.2021
  • Coordinated effective merchandise loading/unloading to keep up with tight schedules
  • Delivered packages to residential and commercial locations across designated routes, maintaining high service standards
  • Communicated with dispatch to confirm delivery routes and schedules.

Store Associate - lvl 3

In-N-Out
San Diego
05.2016 - 07.2017
  • Worked as cashier and provided exceptional customer service
  • Gained cash handling experience while fostering teamwork to achieve common goals.
  • Coordinated with team members to maintain smooth daily operations.

Education

Bachelor of Science - Business Psychology

University of California, San Diego
La Jolla, CA
06-2021

Associate of Arts - Economics

San Diego Mesa College
San Diego, CA
06-2018

Skills

  • Operational process improvement
  • Client support
  • Document review
  • Data entry
  • Time management
  • Team collaboration
  • Problem solving
  • Organizational skills
  • Effective communication
  • Excellent communication
  • Friendly, positive attitude
  • Excellent communication

Certification

Securities Industry Essentials (SIE) Exam PASSED July 2023

Timeline

Operations Specialist

LPL Financial
07.2021 - 10.2021

Operational Services Account Solutions

TD Ameritrade/Charles Schwab
01.2021 - 03.2026

Delivery Driver

OnTrac
11.2020 - 05.2021

Store Associate - lvl 3

In-N-Out
05.2016 - 07.2017

Bachelor of Science - Business Psychology

University of California, San Diego

Associate of Arts - Economics

San Diego Mesa College
Rachel R Hernandez