Customer Service Assistant Store

yevgeniya podolyakina

*** *** ****** **** ******, NJ 07731

Ph: 908-***-**** Email: ***********@*****.***

Education & Professional Training

B.S. Psychology & Mathematics (GPA 3.2): Kean University, Union NJ

Double Major in Mathematics and Psychology 3.17 GPA

State Insurance Licenses: NJ; Life, Accident & Health Insurance

FINRA Registrations: Series 6, Series 63, Series 26, SIE

Language: Fluent understanding & speech in English & Russian

Professional Experience

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA / EMPOWER ENROLLMENTS & MAINTENANCE

DEFINED CONTRIBUTIONS & BENEFITS ASSOCIATE Scranton, PA - Remote (11/2021– 06/2022)

Review incoming retirement enrollment forms, identify request category and process the enrollments to aligned SOPs.

Conduct team and participant communications to guarantee accurate census data be used for retirement enrollments and uphold client/participant enrollment fulfillment.

Partner with team to ensure articulate and comprehensive SOPs are in place to support daily processing needs and participate in daily team engagement to verify full understanding of such SOPs.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA PRUDENTIAL ADVISORS

OPERATIONS & CONTROLS SPECIALIST Basking Ridge, NJ (4/2019 – 11/2021)

Support projects impacting the Prudential Advisors sales force; including the development and implementation of operational processes aligned with strategic initiatives, systems enhancements, and regulatory compliance.

Manage various projects and processes to ensure all target dates are hit on various deliverables through the maintenance of project plans, organized status reports and participation in management meetings.

Partner with various business partners to review and analyze existing firm processes with a goal of developing best practices that create greater efficiencies.

Responsible for end-to-end management of various firm level processes, some examples include; hiring, onboarding, financial professional termination, financial professional licensing and registration, compliance training / tracking, records management, communications with the public, financial professional disclosure requirements, handling of funds, technology procurement.

Assist in the development of standard operating procedures for use by financial professionals and act as a subject matter expert for all firm level operational processes.

Maintain a compliant culture that mitigates risk and ensure that adequate process controls are implemented by staying aware of Company and regulatory changes that impact firm level processes.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA PRUDENTIAL ADVISORS

FINANCIAL PROFESSIONAL Basking Ridge, NJ (3/2018 – 4/2019)

Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of financial products and services sold by Prudential Financial companies.

Propose insurance and investment products appropriate to the applicant’s needs and budget.

Make the necessary adjustments in the policyholder’s portfolio in light of changes in the policyholder’s needs.

Provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, as well as being able to explain to customers the effect of these transactions.

Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential.

Maintain account suitability records and render when required, on forms provided by Prudential, a report of all business transacted, and complete accounting of all monies received on behalf of Prudential.

Conform to and abide by the procedures, rules and requirements of Prudential, regulatory bodies, and in the states transacting business.

CHARLOTTE RUSSE INC.

ASSISTANT STORE MANAGER Elizabeth, NJ (2/2011 – 3/2019)

Lead store operations including but not limited to; new strategic initiatives, financial analysis, marketing activities and promotions, sales, customer service, event coordination, project and risk management, issues tracking, metrics reporting, and internal / external communications.

Act as a lead contact for store related processes / issues (marketing, strategy, financial, operations, and sales).

Supervise daily operations, administrative functions, and various budgets to ensure operational efficiency.

Proactively assess & streamline operational processes to create efficiencies leading to increased profitability decreased loss events.

Manage all financial transactions (sales, deposit, safeguarding, balancing, and budgeting).

Responsible for opening and staffing new store locations.

Partner with the district manager to formulate and build individual development plans and action plans for store improvement and operational excellence.

Evaluate marketing information, store trends, and operational processes with a goal of developing long term strategic plans for store growth, technology upgrades, and increased profitability.

Maintain store records, partner with various business partners and vendors, and ensure that all deliverables / strategic initiatives met associated target dates of completion.

Develop operational store layouts designed to create a first-class customer experience. Generate and evaluate customer feedback and modify / enhance operations to meet the needs of customers on an ongoing basis.

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