Summary
Overview
Work History
Education
Skills
Websites
Additional Information
Timeline
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Sophia Carbone

Bloomfield,CT

Summary

Results-focused recruiting professional with an extensive background in Client Services.

Overview

7
7
years of professional experience

Work History

TECHNICAL RECRUITER, DEVOPS

01.2022 - Current
  • Owned full recruiting cycle with hands-on sourcing, in-depth screening and closing candidates for high level roles with topclients
  • Focused on placing Senior SRE, DevOps, Infrastructure, Platform, System and Cloud Engineers
  • Billed just under $400k in placements during the first year
  • Fostered relationships with new and existing clients and candidates
  • Maintained a follow up database for candidate records, prospects, hiredates and guarantee dates
  • Maintained all ATS processes such as job postings, resume reviews, coordinating with hiring managers, scheduling interviews, interviewpreparation, negotiation and extending offers
  • Worked with software to execute such as Greenhouse, LinkedIn Recruiter, Indeed
  • Workday, Crelate and Reflik
  • Continuously expanding business development prospects via LinkedIn, cold calling and social media networking.

SENIOR INVESTMENT OPERATIONS ASSOCIATE

PRUDENTIAL FINANCIAL
09.2021 - 01.2022
  • Respond promptly to retirement account inquiries - including account distributions, balances, rollovers, trading requests and providinginformation of specific investment products
  • Worked closely with internal departments to ensure client needs were met and routed properly
  • Created new internal operating strategies to better promote efficiency during escalated calls
  • Collaborated with other team members regularly to reach client goals and provide the highest customer service experience available.

REGISTERED CLIENT ASSOCIATE

RBC WEALTH MANAGEMENT
01.2017 - 08.2021
  • Worked alongside three Financial Advisors to service $400MM+ book of business
  • Account trading and service, closely following the markets, opening accounts, transferring accounts, assisting clients with rollovers, RBC onlineaccess set up and outside annuity business inquiries
  • Processed customer account related inquiries including performance reporting and ensuring all pending financial transactions are processed
  • Ran daily, weekly and monthly reports in Salesforce to make sure all outstanding requests were handled in a timely manner within thebook of business and to ensure all client information was accurate
  • Coordinated with Advisors on creating and modifying existing portfolios for clients to ensure risk tolerance is up to date; suitability needs aremet and diversified as needed
  • Created and implemented standard operating procedures within the team for onboarding of new clients and staff.

Education

BACHELOR OF ARTS DEGREE -

CENTRAL CONNECTICUT STATE UNIVERSITY
2017

Skills

  • Client Relations
  • Talent Acquisition
  • Applicant Tracking Systems
  • Business Development
  • Candidate Sourcing
  • Resume Screening
  • Boolean Search
  • Offer Negotiation
  • Social Media Marketing
  • Microsoft Office and Google Suite
  • Salesforce CRM
  • Time Management
  • Analytical and Critical Thinking

Additional Information

  • LICENSES: , FINRA SERIES 7 & FINRA SERIES 63

Timeline

TECHNICAL RECRUITER, DEVOPS

01.2022 - Current

SENIOR INVESTMENT OPERATIONS ASSOCIATE

PRUDENTIAL FINANCIAL
09.2021 - 01.2022

REGISTERED CLIENT ASSOCIATE

RBC WEALTH MANAGEMENT
01.2017 - 08.2021

BACHELOR OF ARTS DEGREE -

CENTRAL CONNECTICUT STATE UNIVERSITY

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Sophia Carbone