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Financial Services Account Manager

Location:
Reading, PA
Posted:
February 01, 2024

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Resume:

JENA N. FREDERICK

717-***-**** ad3adw@r.postjobfree.com

OBJECTIVE

Seeking a career with a progressive organization where I can utilize my skills, knowledge, and experience in a challenging role that allows for advancement and growth.

WORK EXPERIENCE

July 2023 – present Lifetime Financial Services Shillington, PA

Lifetime Financial Services is an investment advisory firm that combines financial services to address the needs of affluent clients.

I joined this firm as it was expanding to over double its size. I was able to assist with this expansion through the development of standardized policy and procedures, implementing and training on new software products, and developing business strategies that will eventually provide franchise opportunities for this business model. I assist with the development and growth of business through engaging and utilizing the full capabilities of the firm by giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests.

July 2013 – June 2023 Gage Personnel West Reading, PA

Gage Personnel is a trusted resource for job seekers and growing businesses throughout Berks and Lancaster County, offering a customized workforce planning and hiring solutions.

2022- present Account Manager & Marketing Coordinator

Account Manager: Oversee the agency-client relationship of the company’s keystone client account. Help in determining clients’ needs and coordinating to ensure that are needs and duties are met; including, but not limited to, staffing, payroll, HR, and employee supervision needs.

Marketing Coordinator: Planning, coordinating, and implementing advertising campaigns. Working with management to assess advertising needs, determine goals and establish annual budgets. Managing creative and production teams to develop advertising strategies, including selecting media vehicles, determining timing and placement of materials, and estimating costs. Ensuring that campaign strategies are implemented on time and within budget, and adjusting or redirecting strategies as needed

2016- 2022 Recruiter

Work to fill job openings in businesses or organizations. Outgoing and incoming recruitment while actively soliciting individuals qualified for positions, while reviewing candidates’ job experiences, negotiating salaries, and placing candidates in agreeable employment positions.

2013-2016 Onsite Manager

Manage and coordinate temporary employees at a corporate client location. Central contact for hiring managers, human resources, recruiters, supervisors.

July 2010 – June 2013 In-Home Childcare Shillington, PA Certified In-Home Childcare Provider

Provided in-home childcare services for up to six children ages 10 and under. Duties include developing and supervising schedules and curriculum, preparing play and learning materials, keep record of children’s growth, development, and behavior; supervise children’s play top make sure of their safety, help children with daily routines such as dressing, toileting, eating, and sleeping; responsible for preparing meals and snacks; providing a clean and safe environment,, developing and executed age-appropriate activities, providing homework assistance, complying with safety and security requirements, and providing guidance on children’s behavior and social development.

May 2003- July 2010 Reading Specialists Reading, PA

Reading Specialists is agency which provides specialized forensic psychological services, as well as foster care, to the victims, families, and perpetrators of sexual abuse and violence.

2006- 2010 Administrative Director

Plan, direct, and coordinate the support services for the organization. Duties included, coordinating services for five offices, over 40 employees and consultants; interfacing with outside supervising agencies such as State and County Juvenile and Adult Probation Offices and Children and Youth Agencies; direct supervision of support staff employees; oversight of IT functions; coordination group scheduling, provide direct services and interface with clients by co-facilitating group sessions; oversight of initiation, review, and renewal of contracts with State and County agencies, function as the HIPPA compliance officer, policy and procedure development; conduct weekly clinical staff meetings, management meetings, and board of director meetings; oversight of billing to clients and outside agencies for services provided, as well as accounts receivable, and records maintenance.

2005- 2006 Intake Specialist

Coordinate the referral and intake process for Reading Specialists and SafeGuards Foster Care. Duties included acting as a resource for outside agencies and staff, entering and maintaining intake/referral information, processing of referrals, preparing intake and initial assessment packets, documenting concern, ensuring enrollment and attendance of clients, maintenance of treatment plans, goals, and progress reporting.

2004- 2005 Executive Administrative Assistant

Provided high-level administrative support by preparing reports, handling information request and performing clerical duties such as scheduling appointments, preparing correspondence, receiving visitors, and coordinating with other departments. Also trained and supervised clerical staff.

2003- 2004 Clerical Support

Provided clerical support by answering telephones, checking in group and individual clients, scheduling appointments, filing, receiving visitors, preparing reports, and handling information requests.

September 2001- January 2003 The Jay Group New Holland, PA

The Jay Group is a blended services company providing a fully customizable suite of services including fulfillment, contact center, contract packaging, and supply chain.

November 2002- January 2003 Project Manager for Aramark Account

Responsible to oversee every detail of the Aramark account. Responsibilities included planning out of resources needed, prioritizing to ensure project is running efficiently, develop and maintain a cordial relationship with the clients and the team members, billing, and resolution of problems as they arise.

April 2002- November 2002 Expeditor for Aramark Account

Identify research and resolve clients’ issues that arise or have been escalated from the Customer Service Representatives in regard to the fulfillment, shipping, returns, or dissatisfaction with products.

September 2001- April 2002 Customer Service Representative

Answer telephones to respond to orders, general customer inquiries, and customer complaints for several accounts serviced by the company including Aramark Retail Marketing and Benetton

February 1997- June 2001 Sovereign Bank Reading, PA

Sovereign Bank offered an array of financial services in over 750 retail offices in the Northeastern United States.

2000-2001 Call Center Supervisor

Organizing and directing the daily activities concerned to the call center operation. Responsibilities included resolving problems and complaints, monitoring agents, calculating call center performance, and developing schedules to control adequate staffing.

1999-2000 Call Center Lead

In addition to the responsibilities and duties of a customer service representative, also assisted the supervisor in the resolution of escalated phone calls and monitoring of agents.

1997-1999 Customer Service Representative

Deliver expedient service to bank customers by providing general account information, and quickly resolving customer issues and complaints.

SUMMARY OF QUALIFICATIONS

1990-1993 Reading Area Community College Reading, PA

Major in Chemistry

1986- 1990 Reading High School Reading, PA

CERTIFICATIONS

Certified Staffing Professional

Microsoft Office certification: Word, Excel, PowerPoint

SPECIAL SKILLS

Talent acquisition techniques

Candidate screening and assessment

Knowledge of employment law and practices

Executive recruiting

Relationship building

Strong verbal and written communication skills

Networking

Negotiating

Active listening

Adaptability

Attention to detail

Bilingual customer support

Building customer royalty

Complaint resolution

Organizational skills

Decision making

Empathy

Interpersonal skills

Problem-solving skills

Time management

Service-based selling

Typing: 80+ words per minute

LANGUAGES

English- speak, read, and write

Spanish- speak conversationally, intermediate reading and writing skills.

VOLUNTEER WORK

The Real Church 516

The Real Church believes that to serve someone is to put their needs ahead of your own needs and exhibits this by consistently serving in the community. This is done by giving time, talents and resources. Programs include a food bank, clothing and shoe giveaways, serving at Women’s Centers, Children’s programs, and many other programs.

The Resting Place Foundation

An organization focused on caring for those in need with food, shelter, and acts of service through four projects:

Operation Bike Rally: Providing the joy of bike riding to youth in our area by providing bicycles and bike repairs free of charge to those who do not have them.

Project Resting Place: Providing shelter to those who enter the US seeking asylum due to religious beliefs and/or social status.

Daniel P Frederick Memorial Orphanage: Providing housing, food, clothing, and education for at risk orphans in Kolkata, India.

Prasana India: Empowering destitute and tribal communities in India by bringing clean, accessible water through the digging of wells.

The Village of Reading

The Village, a nonprofit organization founded in Reading, PA, is on a mission to prevent youth violence and create a safe place for minors (age 13-18). The Village works directly with community partners to provide resources and services to prevent gun and street violence through education, outreach, advocating for change in community norms and providing a safe place for the youth.

Reading InterCity Boxing Club

A boxing gym whose aim was to serve the youth of Reading by providing a safe space for children after school and helping them become champions whether in or outside of the ring. The program provided physical training, instruction in the sport of boxing, as well daily hot meals, tutoring, and mentoring programs.



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