Customer Service & Records Operations Professional

Devin Strang

Durham, NC 401-***-**** ************@******.***

SUMMARY

Customer-focused operations and records management professional with experience in retail leadership, financial services, and workplace operations. Proven ability to improve data accuracy, maintain regulatory compliance, manage confidential records, and resolve complex customer concerns with professionalism and efficiency. Highly skilled in Microsoft Office, documentation verification, inventory management, and customer relationship management. Recognized for strong attention to detail, organizational excellence, and the ability to thrive in fast-paced, high-volume environments. Seeking an office, administrative, customer service, or retail leadership position where strong analytical, operational, and client service skills can contribute to organizational success. EDUCATION

Jacqueline M. Walsh School for the Performing & Visual Arts Pawtucket, Rhode Island High School Diploma, Inducted into the Rhode Island Honor Society Graduated: June 2021 EXPERIENCE

Community Associate / Manager January 2026 – Present International Workplace Group (Regus) Foxborough, MA

• Serve as the primary point of contact for a portfolio of flexible workspace clients, delivering responsive and professional customer support.

• Resolve client inquiries, account concerns, and billing issues while maintaining accurate customer records.

• Manage client onboarding and verify documentation for completeness and compliance with company standards.

• Ensure daily operational compliance with corporate policies and service expectations.

• Document customer interactions and coordinate with internal departments to resolve issues efficiently, improving the overall client experience.

Financial Customer Associate March 2025 – January 2026 Fidelity Investments Smithfield, RI

• Assisted clients with financial account servicing while maintaining strict confidentiality and regulatory compliance.

• Prepared financial analyses and reports to support strategic business decisions.

• Built financial models and performed valuation analyses for potential business opportunities.

• Prepared monthly financial statements, including balance sheets, income statements, and cash flow reports.

• Supported implementation of accounting software and workflow improvements to increase operational efficiency.

• Evaluated investment proposals for alignment with company objectives and monitored cash flow performance.

• Collaborated on cross-functional projects and completed ad hoc financial analyses as needed. Assistant Retail Manager August 2024 – September 2025 The World of Jeans Wrentham, MA

• Assisted store leadership with daily operations including inventory management, merchandising, customer service, and cash handling.

• Improved inventory accuracy through effective stock control and replenishment practices.

• Planned and executed merchandising displays and promotional initiatives to increase sales and customer engagement.

• Maintained accurate cash records and ensured compliance with company cash-handling procedures.

• Trained, coached, and mentored team members to improve performance and customer satisfaction.

• Assisted with recruiting, interviewing, onboarding, and training new employees. TECHNICAL SKILLS

Microsoft Office Suite

Customer Service & Client Relations

Records Management

Data Review & Verification

Regulatory Compliance

Documentation & File Management

Inventory Control

Cash Handling & Reconciliation

Team Leadership & Training

Organization & Multitasking

Virtual Communication Platforms

Problem Solving

Process Improvement

Fast-Paced & Remote Work Environments

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Data Entry & Verification

Record Management Systems

CRM & Customer Service Platforms

Virtual Collaboration Tools

Office Administration

PROFESSIONAL STRENGTHS

Exceptional attention to detail Strong written and verbal communication Customer-focused problem solver Analytical and organized Compliance-minded Dependable and adaptable Effective team collaborator and leader

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