Customer Service Financial Services

Carolyne White

***************@*****.*** 813-***-**** Ruskin, FL

SUMMARY

Versatile professional with over 9 years of experience spanning financial services, HR coordination, data management, and project support. Proven ability to build client trust, drive process improvements, and deliver accurate, timely service. Adept at balancing multiple priorities while maintaining meticulous attention to detail and a commitment to excellence.

WORK EXPERIENCE

Impact Leadership - Ruskin, FL

Licensed Financial Services Provider

Jan 2025 - Present

- Provide comprehensive financial guidance and education to clients, including retirement planning, insurance solutions, and wealth-building strategies.

- Develop customized plans tailored to individual financial goals and risk tolerance.

- Conduct in-depth needs analyses and present product recommendations.

- Maintain all licensing and compliance standards.

- Collaborate to host workshops and community outreach initiatives. Bealls Corporate - Bradenton, FL

Merchant Assistant

Oct 2023

- Supported merchandising team through vendor coordination, sample management, and purchase order tracking.

PepsiCo - Bradenton, FL

Data Entry Specialist & Front Desk Coordinator (Hybrid/Remote) Feb 2023 - Apr 2023

- Served as the first point of contact for visitors and callers.

- Scheduled appointments, meetings, and conference calls.

- Managed data entry and maintained databases.

- Ensured proper filing of documentation.

- Conducted data quality checks and supported audits.

- Balanced front office and remote administrative tasks. ADT Security - Saint Petersburg, FL

Senior HR Coordinator (Remote)

Apr 2022 - Dec 2022

- Clarified HR policies and guided onboarding and benefits enrollment.

- Developed tailored HR solutions and supported talent reviews. PSCU Financial Services - Clearwater, FL

Fraud Representative

Jan 2022 - Jun 2022

- Identified and investigated fraudulent activity.

- Prepared detailed reports for legal and compliance processes. EDUCATION

Gibbs Senior High School - Saint Petersburg, FL

High School Diploma, May 2007

Aveda Cosmetology Institute - Saint Petersburg, FL Some College Coursework Completed

SKILLS

- Financial Needs Analysis & Solutions

- Client Relationship Management

- Regulatory Compliance & Licensing

- Front Desk Operations & Scheduling

- Project Coordination & Leadership

- Data Evaluation & Reporting

- Process Improvement

- Customer Service Excellence

- Microsoft Office Suite

- High-Energy Team Collaboration

- Critical Thinking & Problem Solving

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