YANA LUNGER
Johns Creek,GA
Summary
To apply my expertise in financial operations and advisory services towards improving payroll processing, system navigation, and data organization.
Overview
8
8
years of professional experience
Work History
Client Service Manager
Waypoint Wealth Counsel
Atlanta, GA
07.2023 - Current
- Managed account opening/closing processes; oversaw disbursement process for client accounts
- Coordinated with CPAs, attorneys, insurance agents for client tax issues maintaining up-to-date federal, state and local employment tax knowledge
- Maintained accurate records of customer interactions and transactions.
- Developed and managed client relationships to ensure satisfaction with services provided.
Financial Senior Operations Specialist
Diversified Trust Company
Atlanta
08.2018 - 05.2023
- Delivered exceptional service to clients while managing day-to-day inquiries including assisting employees and managers with navigating systems
- Handled account opening/closing processes; oversaw disbursement process for client accounts similar to semi-monthly payroll processing for multiple states
- Maintained organized data records; updated policies and procedures as needed.
Financial Services Advisory Analyst
EY LLP
Atlanta
01.2016 - 03.2018
- Assisted large financial institutions with KYC/CDD remediation satisfying BSA/AML regulations which required maintaining up-to-date federal/state/local employment tax knowledge
- Led training sessions for new analysts on the team aiding them in system navigation
- Specialized in customer information collection using third-party sources like file feeds; made operational improvement recommendations based on data analysis.
Education
Bachelor of Science - Criminal Justice Forensic Behavioral Science
Kennesaw State University
01.2015
Skills
- Intralinks
- Emoney
- TrustDesk
- Black Diamond
- Client Point
- Sales Force
- Investment View
- Account Management
- Research and Due Diligence
- Research Ability
Languages
- English
- Ukrainian
- Russian
Timeline
Client Service Manager
Waypoint Wealth Counsel
07.2023 - Current
Financial Senior Operations Specialist
Diversified Trust Company
08.2018 - 05.2023
Financial Services Advisory Analyst
EY LLP
01.2016 - 03.2018
Bachelor of Science - Criminal Justice Forensic Behavioral Science
Kennesaw State University
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