Looking for a job

Selena Garcia

@selenagarcia

Client Service Representative at Vance Wealth LLC who streamlined onboarding workflows and Salesforce tracking for 57 clients.

United States

Message

At Vance Wealth LLC, I managed client onboardings from document collection and account opening through custodian coordination. I also processed and tracked financial transactions, including wires, transfers, and rollovers.

I redesigned Augusta Rule tracking for 57 clients by replacing manual spreadsheets with Salesforce reports and action plans, reducing document preparation and delivery time from over 20 minutes to about 10 minutes per client. Earlier, at Eternity Flooring U.S.A., I improved shipping workflows and claims processing, reducing demurrage and related fees by approximately 25% and claims processing time by approximately 30%.

Experience

Work history, roles, and key accomplishments

Client Service Representative

Vance Wealth LLC

Apr 2024 - Sep 2026 (2 years 5 months)

Managed client onboarding, financial transaction processing, and Salesforce reporting. Improved Augusta Rule tracking and trained colleagues on new processes.

Logistics Coordinator

Eternity Flooring U.S.A.

Sep 2015 - Apr 2024 (8 years 7 months)

Managed end-to-end shipping activity, monitored container activity, and improved workflows to reduce fees and processing time.

Logistics Shipping Container Tracking Spreadsheets Workflow Improvement Claims Processing Supplier Coordination Carrier Coordination

Office Administrator

Keyes Mercedes-Benz

Jan 2011 - Sep 2015 (4 years 8 months)

Promoted from lead receptionist to office administrator, managing daily office operations, correspondence, and client visits. Created a front-desk procedures manual and supervised reception staff.

Office Administration Reception Management Training Customer Service Correspondence Event Coordination