-Subject matter expert in the sales roles I support-Analyze intra-day data to drive real-time decisions, optimizing resource allocation while meeting service level targets.-Leverage historical data and performance metrics from Workforce management tools and Tableau to capacity plan. -Generate weekly Excel reports on associate behavior, providing key insights to upper management. -Collaborate with front line leaders to adjust scheduling based on real-time performance data, balancing coverage needs with operational flexibility.

-Built and planned schedules for large scale events and trainings, aligning coverage with forecasted demand shown in WFM.-Processed shift changes, time off requests, overtime approvals, schedule adjustments, and new associate intake updates, to keep up daily operations.-Published schedules for Stock Plan Services and Workplace planning Associates.

-Educated clients and investment advisors on the intricacies of 529 and ABLE accounts, enhancing their understanding while helping them make informed decisions.-Facilitated contributions, distributions, and reallocations for client accounts.-Status payments through check, electronic funds transfer, and bank wires to various colleges and client accounts utilizing our integrated cashiering platform.-Recorded each customer interaction in detail using Salesforce for accurate tracking.-Researched and resolved client inquiries by analyzing a mixture of back-office work items, salesforce notes, and account history

-Managed updates to integral information regarding client accounts in Focuspoint ensuring data accuracy.-Executed contributions, distributions and trades for IRAs and brokerage accounts.-Guided clients through various mutual funds, equities, margin, and options transactions. -Recorded detailed customer interactions in Salesforce in order to preserve validity for future reference.

-maintain serving responsibilities while managing a higher volume of customers at a given time -placing to go orders and handling payment -fulfilling orders for alcoholic beverages for the entire restaurant -Train new employees

-work with team members to optimize customer experience -answer customer inquiries and resolve issues promptly -maintain steps of service during high stress and high volume environment -entrusted with closing down dining room -train new employees

-redact potential hire documents to be sent to hiring committee -front desk/reception -file confidential documents -perform various clerical and administrative duties as needed

-Responsible for opening and closing the store-entrusted with handling cash and recording funds after each shift -in charge of ensuring the shift ran smoothly -train new employees