Operations Associate Customer Service

Professional Summary

Core Qualifications

Experience

CHILDERICK HERARD

Philadelphia, PA 19115 267-***-**** ****************@*****.*** WWW: Bold Profile Committed and motivated Employee with exceptional customer service and decision making skills. Strong work ethics, professional demeanor and exceptional people skills Results-oriented

Client-focused

Training and development

Courteous demeanor

Energetic work attitude

Excellent research skills

Detail oriented

Team leadership

Operations Associate 2 Investment Services Apr 2024 to Jun 2025 Ascensus Retirement Services Dresher, PA

Process critical transactions accurately and timely for payroll files. Process critical transactions accurately and timely for census files. Process incoming Rollovers, Enrollment, Beneficiary and Contributions forms via Chorus application

Pursue resolution of aged items with internal departments and service partners. Research and resolve any issues that occur through the client and/or colleagues within the organization.

Provide support to Ascensus internal teams by answering questions using incontact phone system

Initiate ACH per client's request

Process loan payments

Process Refunds

Operations Associate 2 Jul 2019 to Apr 2024

Ascensus Retirement Services Dresher, PA

Accurately and Efficiently index all documents for electronic delivery to all business units

Establishes new client ID numbers for New Business plans and Individual (K) plans Handle and track all incoming hard copy checks

Prep and scan daily hard copy mail received into imaging system Research and resolve comments or client requests as assigned Sort incoming mail and deliver throughout the company Vault Clerk-Shipping & Receiving Jan 2018 to Jul 2019 Shields Business Solutions Inc Moorestown, NJ

Processing and verifying inbound and outbound liabilities using bill of ladings Prepare outbound orders and replenishment for the next day routes Unload/load armored vehicles

Scan all inbound liabilities into computerized system Enter cash deposits into excel spreadsheets

Photocopy documents

Balance main vault

Assist vault manager with other duties

Office Services Associate Aug 2016 to Dec 2017

The Millennium Group Inc Dresher, Pa

Education

Skills

Additional Information

Utilize meter machines to add postage and prepare mail for delivery to the United States post office

Make timely collection of outgoing mail (letters, parcels, U.S. Postal, interdepartmental), using cart, flatbed or hand truck Physically distribute mail and courier packages by cart, dolly or hand truck to and from various departments throughout the building

Prepare and process outbound courier shipments using computer or service provider's equipment such as UPS

Enter activity data in logs, maintain records

Scan accountable envelopes into computerized system Photocopy documents

Ability to sort items into categories according to established methods Administration Associate- Team Leader Aug 2012 to Nov 2015 EDM AMERICAS Dresher, PA

Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results. Processing incoming & outgoing mail, Prepping documents for scanning, Extracting documents from envelopes.

Scanning envelopes into computerized system, Assign and distribute work to employees, Documents Research, photocopy documents, Indexing and Processing incoming payments

Administration Associate Team Leader Nov 2005 to Aug 2012 PRUDENTIAL FINANCIAL Dresher, PA

Processing incoming & outgoing mail, Prepping documents for scanning, Extracting documents from envelopes

Scanning envelopes into computerized system, Assign & distribute work to employees, Documents research, photocopy documents, Indexing and Processing incoming payments

training other employees on every job functions and procedures. ASSOCIATE OF SCIENCE, BUSINESS ADMINISTRATION

Harcum College Bryn Mawr, PA

BUSINESS ADMINISTRATION

Multi-tasking

Deadline-oriented

Employee training and development

AWARDS

Deans List

Presidents Award

Law & Public Safety Outstanding Achievement Award

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