# Cherise User

Cherise User is a remote worker on Himalayas, Client Service Representative at Equity Trust, based in United States.

Source: https://himalayas.app/@cheriseuser

```text
Client Service Representative at Equity Trust supporting self-directed IRA transactions and client education.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 45k+ USD |
| Job categories | Client Services Representative, Customer Service |
| Skills | Self Directed IRA, Custodial Operations, Tax Compliance, Financial Services, Client Education, Transaction Processing, Regulatory Documentation, Transfer Coordination, Inventory Management, Retail Operations, Cash Reconciliation, Excel, Google Project Management, Bookkeeping, Real Estate |

## About

```text
At Equity Trust, I support clients using self-directed IRAs to hold real estate, private lending, and alternative assets. I process contributions, distributions, and transfers, review documentation for compliance, and help clients understand custodial requirements and transaction workflows.

I coordinate with custodians, financial institutions, and internal departments to share transfer updates and resolve discrepancies. I’m currently working toward my Enrolled Agent credential.

At Safeway, I advanced from packaging to baking within two weeks and served as acting manager during department leadership absences. I improved production efficiency by 20% and helped reduce stock-outs through improved inventory tracking and ordering systems.
```

## Experience

### Client Service Representative (current)

Equity Trust. Jan 2026 - Present

```text
Supports clients using self-directed IRAs to hold real estate, private lending, and alternative assets, processing distributions, contributions, and transfers in accordance with IRS and custodial compliance requirements. Provides accurate status updates, resolves discrepancies, and coordinates with custodians and financial institutions on funding timelines.
```

Skills: Self-Directed-IRA, Custodial-Operations, Compliance, Client-Education, Cross-team-coordination, Documentation-Review, Service-Level-Agreements

### Baker & Cake Decorator Helper

[Safeway](https://himalayas.app/companies/safeway). Oct 2021 - Jul 2025

```text
Promoted within two weeks from packaging to baking based on demonstrated leadership and performance; served as acting manager during department leadership absence. Increased production efficiency by 20% and improved restocking turnaround time.
```

Skills: Baking, Cake-Decorating, Inventory-Management, Team-Leadership, Customer-Service, Problem-Solving

### Grocery Clerk / Backup Person-in-Charge

PCC. Apr 2023 - Mar 2024

```text
Managed inventory, restocking, and store merchandising while delivering customer service and conflict resolution support. Oversaw opening and closing duties, including cash reconciliation, and ensured team and customer safety during operational incidents.
```

Skills: Inventory-Management, Merchandising, Customer-Service, Conflict-Resolution, Cash-Reconciliation, Safety-Procedures

### Barista

Cleveland Coffee Co.. Feb 2021 - Jul 2021

```text
Served 100+ customers daily while maintaining a 95% satisfaction rate. Prepared custom beverages and processed multiple payment types accurately.
```

Skills: Customer-Service, Beverage-Preparation, Payment-Processing, Cash-Handling

### Administrative Assistant

Stephanie Tubbs Jones. Jul 2016 - Aug 2016

```text
Used Excel to organize and maintain patient medication records. Filed, scanned, and faxed paperwork; took notes and supported presentations during meetings.
```

Skills: Excel, Record-keeping, Filing, Scanning, Faxing, note-taking, Presentation-support

### Administrative Assistant

Fairfax Community. Jun 2015 - Aug 2015

```text
Organized youth activities and a Food Bank Drive for families raising grandchildren. Supported social workers within the HEAP program, including filing, scanning, faxing, and transferring files and paperwork.
```

Skills: Event-Organization, Filing, Scanning, Faxing, File-Management, Social-Work-Support

## Education

### John Hay High School

High School Diploma, General Studies. Grade: 3.6

Activities and societies: Honor Roll, AP Courses, Cleveland Clinic Internship

```text
Earned a High School Diploma with a 3.6 GPA, Honor Roll, AP Courses, and a Cleveland Clinic Internship.
```

## Tech stack

- Microsoft Excel

To contact Cherise, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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