Associate, Retail Resume Samples

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C Yundt
4868 Crona Estate
+1 (555) 689 3319
4868 Crona Estate
p +1 (555) 689 3319
Experience Experience
12/2016 present
San Francisco, CA
Distribution Senior Associate, Retail
San Francisco, CA
Distribution Senior Associate, Retail
12/2016 present
San Francisco, CA
Distribution Senior Associate, Retail
12/2016 present
  • Establish and monitor KPI on operational performance measurement systems such as on-time delivery and % fulfilled
  • Collaborate with retail team, specifically customer order management associate and director of sales
  • Manage Distribution on all transportation, logistics systems and distribution related customer issues
  • Are we providing great customer service to our customers?
  • Create Standard Operating Procedures to ensure quality
  • Cost saving reduction within order processing to delivery to the customer
  • Ensure Wholesale Team understands when NPIs will be launching and share risks to plan
12/2010 07/2016
Dallas, TX
Retail Data Collection Associate
Dallas, TX
Retail Data Collection Associate
12/2010 07/2016
Dallas, TX
Retail Data Collection Associate
12/2010 07/2016
  • Communicate effectively with management and coworkers by
  • Plan and organize assigned work within CROSSMARK Retail Data Collection by
  • Plan and organize assigned work within CROSSMARK Retail Data Collection by:In-store observation studies
  • Following management and CROSSMARK expectations on cost containment
  • Complying with travel and mileage standards established by Retail Data Collection
  • Meet CROSSMARK Retail Data Collection defined standards of work volume, quality, accuracy, cost containment, completeness, and timeliness by
  • Completing assignments and transmitting data according to CROSSMARK’s established procedures and deadlines
08/2004 07/2010
San Francisco, CA
Associate, Retail Brokerage
San Francisco, CA
Associate, Retail Brokerage
08/2004 07/2010
San Francisco, CA
Associate, Retail Brokerage
08/2004 07/2010
  • Identify and communicate to senior brokers any obstacles to individual performance and opportunities to improve overall performance of Brokerage Group
  • Work with senior Brokers to effectively market designated properties and distinguish projects from competition. Effectively utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business
  • Be instrumental in assisting the team with the development and implantation of its strategic business / marketing plan
  • Be instrumental in assisting the team with the development and implantation of its strategic business/marketing plan
  • Create and update property profiles, market information, lease comps, sale comps and competitive property surveys for new listings. Assist team with feeding information into tracking system for weekly and bi-weekly leasing reports as well as monitor quality of information
  • Involved with initial draft proposals for existing building leads to review and edit and prepare proposal template for each building if one does not currently exist
  • Tour coverage responsibility and develop familiarity with all current listings in order to provide tour support
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of Kentucky
Bachelor’s Degree in Business Administration
Skills Skills
  • Ability to create executive decks
  • Ability to work on multiple projects
  • Strong interpersonal skills and can adapt to and work well with diverse sets of situations and people
  • Excellent communication skills including verbal, written and presentation
  • Excellent written and oral communication skills
  • 1-2 years Energy experience prior to MBA
  • MBA
  • Graduation dates: May 2016 – May 2017
  • Previous internship
  • Authorization to work in the U.S without restrictions or employer sponsorship
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2 Associate, Retail resume templates


Retail Brand Development Associate Resume Examples & Samples

  • Experience with retail culture and processes strongly preferred
  • 2+ years experience in sales, marketing and or promotions organization
  • Superior analytical, problem solving and research skills
  • Ability to work with others in gathering and analyzing different types of information
  • Ability to solve unexpected challenges, break bottlenecks and challenge the status quo
  • Ability to work on several projects simultaneously and maintains flexibility to adapt to changing priorities
  • A self-starter who identifies sales solutions that meet the needs of the retailer as well as Disney's sales objectives
  • Proficient with Microsoft Office applications, especially Keynote, Excel, Word, and Power Point; knowledge of financial tracking systems preferred
  • Must have strong presentation skills with proven ability to present to buyers, licensees, and senior management
  • Strong organization and communication skills

Retail Alterations Associate Resume Examples & Samples

  • Marking garmets correctly; ability to follow makings done by others
  • Working rapidly and accurately
  • Presenting a pleasant and positive attitude to the customers
  • Capability to work with leather, beading or other special fabrics
  • Full knowledge of the complete alterations process is required by hand sewing and sewing machine

Retail Guest Services Associate Resume Examples & Samples

  • Genuinely greet all guests with a friendly smile and personalized offer to help with their shopping needs
  • Recommend, select, and help locate or obtain merchandise based on guest needs and desires
  • Learn, reference and apply product knowledge information obtained from various sources such as co-workers, seasonal buy strategy and visual documents, company Intranet, product labels, and Product Knowledge binder
  • Be a strong ambassador of the brand by personally representing the season’s trends and key items for the business
  • Maintain current knowledge of, marketing programs, images, and media plans
  • Proactively seek opportunities to up sell and add-on additional merchandise, further enhancing the guest’s shopping experience
  • Anticipate and overcome guest objections to purchasing merchandise
  • Build lasting relationships (“clientele”) with guests by contacting them to follow up on purchases, suggest new merchandise, and remind them of upcoming events
  • Maintain proper banking and media accountabilities at POS while following all “Banking” and “Cash Wrap” policies and procedures
  • Maintain a clean and safe environment for team members and guests
  • Be receptive to feedback and coaching
  • Participate in executing visual merchandising philosophies, cleaning and upkeep of physical store at the direction of store management. Assisting guests should always come first
  • Embrace, articulate, and reflect the PARADISE Core Values
  • Commit to maintain the culture through the evolution of the business

Retail Reconciliations Associate Resume Examples & Samples

  • 1-2 years+ experience working at a similar level (ideal but not essential)
  • Considerable experience in leading a team (ideal but not essential)
  • People Management-A proven ability to develop and lead teams
  • Analytical Skills-Ability to problem-solve and develop more efficient ways of working
  • Operations Management using Capacity Plans for Productivity analysis
  • Administration and Organisation-Ability to accurately manage tasks with close attention to detail
  • Experience of planning and organising own work to ensure a focus on priorities & Capacity Planning
  • Evidence of demonstrating the provision of excellent customer service
  • Evidence of regular and effective use of communication skills both verbal and written
  • Reconciliation Experience Desirable
  • Technically competent in the use of Back Office systems

Retail Hub Associate Manager Resume Examples & Samples

  • Provide and deliver a comprehensive and professional selling, advisory and service to customers via our great conversations, while also educating them about digital self-service
  • Strong communication skills with an ability to deal with all levels in a confident and professional manner
  • Has experience in supervision / coordination of activities
  • Strong Customer centric focus
  • Be a proactive team player who is motivated by achieving targets

Retail Hub Associate Resume Examples & Samples

  • Provide consistent high quality face-to-face customer centric service to direct retail customers in line with managing 'My Kind of Service'
  • Maintain expert knowledge in key products and processes
  • Own and manage the Hub Operating procedures including - Compliance and Key Controls, ensuring the Hub Governance and Controls are robust and implemented consistently
  • Deal effectively & compliantly with complaints (first point resolution)
  • Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable
  • Own and manage the team development plan and to support through the provision of coaching, training and ongoing mentoring and feedback to individual team members in line with updating of the coaching tracker

Retail Products Associate Resume Examples & Samples

  • Monitor the product sales and financial performance ensuring the product is in line with APC targets
  • Identify opportunity areas to stimulate growth and develop action plans to mitigate underperformance
  • Supporting the implementation of value add propositions ensuring business case targets are delivered
  • Feed in to and support the product strategy based on market and internal analysis and leverage internal group capabilities to deliver best in class propositions
  • Effectively manage both internal and external stakeholders developing strong relationships across distribution, IT, operations, regulatory and compliance etc. Ensure service levels are being met as well as having appropriate level of support and resource allocation for initiatives
  • Compile and analyse financial and other MI related to the current account performance and reporting same to key stakeholders
  • Drafting of adhoc reports for various stakeholders of the business
  • Analysing product portfolios with the view to providing key customer and product insights to the product Leadership team
  • Experience producing Management Information reports. Stong ability to draw recomendations from MI reports
  • Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
  • Strong analytical skills including Excel (advanced desirable) and PowerPoint

HBO Marketing Associate, Licensing & Retail Resume Examples & Samples

  • Assist in the execution of all Licensing & Retail marketing efforts including developing and reviewing creative materials, assisting with public relations activities, executing events and promotions around new product launches and existing product catalogue
  • Review and coordinate internal and legal approvals on marketing and promotional materials from licensees and retail partners
  • Coordinate with internal teams to complete creative assets and to execute social media and online marketing campaigns
  • Track performance of existing marketing programs and report on publicity coverage

Marketing Associate, Retail Brand Experience Resume Examples & Samples

  • Must be an imaginative, enthusiastic marketer with a commitment to delivering measurable results and a proven ability to manage projects to successful completion
  • Project management acumen; proactive with effective time management skills; ability to work independently, manage multiple projects and keep key players informed
  • Has a positive attitude and inspires others to the same
  • Proactively resolves problems and manages conflict/negotiate positively
  • Superior communication skills with demonstrated ability to influence across multiple stakeholders

Associate Partner, Retail Resume Examples & Samples

  • Retail Analytics
  • ECommerce
  • Order Management
  • Omni-channel Retail
  • Engagement Leadership: Providing leadership across all phases of large, complex engagements, including functional, international and/or cross-organizational teams. Providing oversight to multiple engagements at one time
  • Sales and Proposal Management: Establishing project vision and objectives with the client. Leading the proposal team through the development of solutions to client issues as well as the project scope and approach. Understanding and abiding by the quality assurance guidelines. Drafting and reviewing responses to Requests for Information (RFI), responses to Requests for Proposal (RFP), IBM contracts, and IBM Statements of Work
  • Project Delivery: Assisting with the client sale and early stages of client delivery, ensuring transition from sales to delivery team. Leading work sessions and deliverable presentations with client Chief Executive Officer (CxO) members. Identifying and securing new and follow on work with clients
  • Knowledge Management: Ensuring the use and collection of intellectual capital on the engagement
  • People Management: Mentoring the project manager and junior consultants on the proposal and delivery teams
  • Relationship Management: Developing relationships with client executives at CxO level. Demonstrating an executive presence with the ability to establish credibility in first client meeting
  • Eminence: Being recognized as an expert in one or more competency and/or specific offerings

Associate, Retail Brokerage Resume Examples & Samples

  • Minimum 2 years’ real estate/accounting/finance experience
  • Minimum 2 years’ experience supporting senior level professionals
  • Advanced knowledge of Microsoft Office experience (Word, Excel, PowerPoint, Adobe)
  • Resourceful self-starter with ability to take the initiative
  • Ability to multi-task and effectively manage time and workload
  • Solid written and oral communication skills and ability to work independently
  • High attention to detail and excellent follow through

Advisory Oracle Retail Senior Associate Resume Examples & Samples

  • Participating in the improvement of business processes, including but not limited to, the following Oracle application-packaged modules Fusion, EBS, PeopleSoft, CC&B, Siebel and Hyperion
  • Designing, implementing and supporting business processes in an Oracle environment
  • Designing, building, testing and deploying various Oracle solutions
  • Identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor

Associate Partner, Retail Resume Examples & Samples

  • At least 5 years experience in working with retail organizations in one or more of the following areas: Retail Marketing, Retail Analytics, Merchandising, eCommerce, Order Management, Omni-channel Retail, and Supply Chain
  • At least 8 years experience in working with retail organizations in one or more of the following areas: Retail Marketing, Retail Analytics, Merchandising, eCommerce, Order Management, Omni-channel Retail, and Supply Chain
  • At least 5 years experience in sales and proposal management including drafting responses to Requests for Information (RFI), Requests for Proposal (RFP), contracts and Statements of Work
  • At least 8 years experience in consulting within a consulting or professional services firm, with specific sales, project and/or delivery responsibility

Associate, Retail Capital Markets Group Resume Examples & Samples

  • Bachelor’s Degree with excellent record of academic achievement (Master’s degree a plus)
  • 3-5 years of related work experience in capital markets, acquisitions, appraisal, asset/property management, shopping center leasing, or finance
  • Outstanding organizational and process management skills
  • Familiarity with the Florida real estate market and the business practices of active major retailers a plus
  • Proficiency in ARGUS, retail lease abstraction, and financial analysis is strongly preferred
  • Strong independent research ability, high level of curiosity and attention to detail
  • Proficiency with Microsoft Excel, PowerPoint, and Word
  • Ability to multi-task and work accurately and efficiently under demanding deadlines to meet client needs
  • Desire to take on new challenges, responsibilities, and assignments
  • Passion for real estate and creation of the highest possible quality of work product

Retail Post Closing Operations Associate Resume Examples & Samples

  • Review documents for accuracy and compliance to regulatory requirements
  • Validate data in preparation for entry to a designated mainframe or computer system
  • Perform data entry multi-step tasks in a queue environment
  • Assist internal and external customers with basic problem resolution
  • Perform other duties as requested by management
  • The incumbent works under immediate supervision and exercises minimal judgment in performing duties
  • Internal contacts within department or other M&T departments
  • Minimum two (2) years relevant work experience
  • Strong PC skills with knowledge of applicable MS Office products
  • Moderate problem solving skills
  • Math skills necessary
  • Strong oral and written communication skills with good organizational skills
  • Familiar with business terms
  • Customer service skills and the ability to work with a team
  • Is reliable and flexible
  • 3-5 years office experience preferred

Associate Store Manager, Frye Retail Soho, NY Resume Examples & Samples

  • Educating the sales team on store sales plans, personal sales goals, store statistics and motivating the team to achieve goals
  • Creating a customer service focused environment by consistently exhibiting best practices with regards to customer service, sales generation and customer outreach
  • Demonstrating a high level of professionalism and enthusiasm in communication with clients, peers, management and corporate partners

Associate Marketeer Mass Retail Resume Examples & Samples

  • You turn this marketing strategy into an action plan to offer a differentiated customer experience while maintaining your segment's business results (working together with the Sales, Digital Channel and Product Management departments)
  • Without being a specialist in financial products, you nevertheless have an affinity for financial products/services/content that will enable you to direct and develop your segment
  • You coordinate, monitor and motivate the employees with whom you work closely to carry out activities
  • You are responsible for the marketing budget dedicated to your product/service lines

Retail Finance Associate Manager Resume Examples & Samples

  • Product costing
  • Perform month-end closing tasks as well as review results of jobs executed by a third party provider
  • Prepare financial analysis such as Purchase Price Variance Analysis, Gross Profit Analysis, SLOB, GIT, Inventory DOS, etc
  • Reconcile all Balance Sheet Inventory related accounts and some prepaid and accrual clearing accounts
  • Assist the team during BP and ensure that product costing is done according to regional guidelines and timelines
  • Support local finance in preparation of Ops PL during BP and on budget updates
  • Assist in the preparation of requirements for external & internal audits
  • Liaise with business partners to resolve/ follow up any issues related to inventory
  • Resolve queries raised by business partners on an adhoc basis
  • Prepare information related to inventory purchases for hedging purposes as required by regional treasury team
  • Participate in all process improvement projects
  • The Johnson & Johnson Family of Companies is the world's most comprehensive and broadly based manufacturer of health care products. Our fundamental objective is to improve the quality of life of people all around the world by providing scientifically sound and high quality health care products and services. We currently have over 275 operating companies in more than 60 countries around the world
  • Holder of a bachelor's degree in Accountancy
  • Certified Public Accountant (CPA) highly preferred
  • At least 1-2 years experience from any of the following: cost / supply chain accounting, audit or general accounting
  • Exposure to Asia Pacific markets (outside of the Philippines) an advantage
  • Strong team working and relationship building skills
  • Exhibits a high level of autonomy as demonstrated via independent decision-making, prioritizing own workload and project management skills
  • Excellent communication and interpersonal skills for daily operations and interfacing with internal and external customers
  • Ability to read, understand, verbally exchange information and compose written material for business purposes in English
  • Experience in using ERP systems required; SAP preferred
  • Proficiency in basic MS Office applications (Excel, Powerpoint, Word) also required
  • The role will be assigned in Parañaque City, Metro Manila, Philippines on a local packageFinance

Retail Client Account Service Processing Associate Resume Examples & Samples

  • Interprets and processes a broad variety of routine retail client requests. Partners with tenured associates to handle more complex requests. Develops and maintains a thorough understanding of departmental policies and procedures and a working knowledge of internal systems
  • Maintains balance between quality and productivity to meet department standards
  • Demonstrates logical, systematic approach to problem solving, focusing on client expectations and improving effectiveness and efficiency of operations. Leverages resources and experience to independently meet challenges and provide viable alternative solutions
  • Communicates both verbally and in written format with clients to clarify incomplete or invalid paperwork. Displays strong client relationship management skills and complies with all FINRA, SEC, and Vanguard internal policies regarding client contact
  • Develops and maintains a comprehensive knowledge of investment industry and Vanguard policies and procedures. Adheres to compliance and risk management policies to maintain complete client confidentiality and minimize risk and exposure
  • Identifies workflow-related issues, trends, and recommends process improvements
  • Maintains effective work relationships by handling peer and management interactions in a positive and cooperative manner. Keeps supervisor informed of issues impacting the team
  • Builds productive relationships across the organization with a focus on creating client-driven solutions, continually looking to meet or exceed client expectations. Seeks constructive feedback from internal clients
  • Adheres to and possesses a strong understanding of Vanguard policies, Code of Ethics, departmental and processing procedures, and legal requirements
  • Undergraduate degree or equivalent experience is preferred
  • Minimum one year general experience
  • Demonstrated client relationship management experience
  • Strong problem resolution and time management skills
  • Outstanding positive attitude with ability and willingness to effectively work within a team environment
  • Demonstrated ability to work in a high volume situation with time constraints and to adapt within a fluid work environment
  • Ability to prioritize and handle multiple tasks in a rapidly changing environment
  • Working knowledge of Microsoft Office and PCs

Associate, Retail Brokerage Resume Examples & Samples

  • With the guidance and direction of senior brokers, participate in cold-calling program with brokerage teams
  • Participate in Brokerage team meetings and attend weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge
  • Daily calls to update information, track details progress of tenant’s process, provide brokers with floorplans and other marketing materials for Team spaces that fit up with tenant requirements. Join a scoop group
  • Participate in client meetings. Assist team with materials required per client requests/meetings
  • Create and update property profiles, market information, lease comps, sale comps and competitive property surveys for new listings. Assist team with feeding information into tracking system for weekly and bi-weekly leasing reports as well as monitor quality of information
  • Develop comfort and familiarity with commercial real estate software and programs to run complex financial models
  • Submit all data required for prospect and target marketing reports, commission memos, etc
  • Identify and communicate to senior brokers any obstacles to individual performance and opportunities to improve overall performance of Brokerage Group

Retail Pension Associate Resume Examples & Samples

  • To ensure timely, pro-active and high quality services to clients of the Retail SIPP including updates to procedures through close liaison with all departments within Fidelity where necessary
  • Ability to organise their own day to day workloads and assist the Senior Administrator in the manager’s absence with planning of the team workload
  • Provide and collate information for regulatory reporting
  • Work efficiently to ensure a significant contribution to your team’s target on a daily basis
  • Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
  • Can do attitude reflected in pro-active internal problem resolution and progress chasing
  • A proactive approach to internal relationships with an analytical, enquiring mind and a willingness to learn
  • Open to change
  • Team player who can gain the support and commitment of internal service partners and also with the confidence to project manage when required
  • Commitment and professionalism
  • Strong desire and satisfaction for completing and finishing tasks
  • Capable of working alone, able to prioritise and organise
  • Updating member records in accordance SIPP procedures
  • Issue correspondence to the member ensuring that all legal and compliance requirements have been satisfied
  • Supporting Fidelity’s Treating Customers Fairly framework, ensuring concerns are promptly reported to management
  • Take ownership of individual issues and ensure they are resolved to the satisfaction of the client and Fidelity
  • Proven SIPP/DC/DB administration experience essential
  • Excellent knowledge of HMRC rules which govern pension transfers and benefit payments
  • CF1 & FA2 or equivalent are desirable, QPA, MDPSA, DPA, CPC, DPC qualifications beneficial
  • The ability to complete multiple tasks against tight deadlines is paramount for this role
  • Self-starter – demonstrates good use of initiative
  • Flexible and adaptable, responds rapidly to changing agendas
  • Able to prioritise and organise effectively
  • Communicator – effective written and verbal skills, with excellent attention to detail
  • Decision maker –problem solving and solution orientated
  • Numerate and computer literate (Excel, Word and PowerPoint)
  • Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
  • The ability to question internal processes and encourage improvement

Bank Retail Technology Audit Associate Resume Examples & Samples

  • Lead risk assessments, audit planning, fieldwork, and audit reporting
  • Communicate findings and recommendations to line and senior management
  • Develop and maintain an in-depth understanding of business and technology areas, products, systems, and supporting functions
  • Lead the execution of audit, review and documentation. This included: analyzing the design of controls for information technology controls such as security, availability, performance, and their impact on the business; analyzing the business and technology processes to evaluate the effectiveness of the technology controls; designing and executing tests to validate technology controls including data analysis, code review and re-performance of system processes; validating the quality of internal SOX assessments
  • Keep abreast of industry regulations and validated firm compliance
  • Train, supervise and assist colleagues on audit processes to improve their technical and analytical skills
  • Contribute to department-wide initiatives
  • 4-7 years of experience in a commercial bank covering technology audit within the retail business or experience with cybersecurity in the retail environment
  • Strong leadership, interpersonal, and relationship management skills
  • In-depth technical knowledge of relevant product areas
  • Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
  • Business/financial product knowledge and/or related industry experience are a plus

Retail Hub Associate Resume Examples & Samples

  • Build relationships with key stakeholders such as Retail / Ops / IT
  • Be a proactive team player who is motivated by achieving specific targets
  • Previous coaching/mentoring of team members to build sales capability

Distribution Senior Associate, Retail Resume Examples & Samples

  • Manage Distribution on all transportation, logistics systems and distribution related customer issues
  • Collaborate with Supply Chain, S&OP and Wholesale to ensure fulfillment of orders, including stocking strategy, allocation between Wholesale and DTC, timing of order processing at DC
  • Ensure carrier compliance with Target & Specialty Customer policies or procedures for product transit and delivery
  • Learn and utilize new technology to drive root cause analysis and problem resolution relating to On-Time Delivery, Blocked Lines, and other individual/team metrics
  • Establish and monitor KPI on operational performance measurement systems such as on-time delivery and % fulfilled
  • Troubleshoot EDI orders with our partners and drive closure to issues ensuring 100% fulfillment and data processing completion
  • Collaborate with Wholesale, Supply Chain, and R&D to reduce fulfillment costs
  • Create Standard Operating Procedures to ensure quality
  • Touch base with Harry's Retail Ream each week on up-coming orders, risks to orders and priorities
  • Ensure Wholesale Team understands when NPIs will be launching and share risks to plan
  • Escalate to Executive Team as needed if additional resources are required to mitigate customer deliveries
  • Inform the Executive Team if orders are missed and the root cause of the delivery miss
  • Collaborate with retail team, specifically customer order management associate and director of sales
  • Minimum Bachelors required, with preference in Supply Chain, Engineering or Business degrees
  • Minimum 2 to 4 years related experience required
  • Travel of up to 10% to distribution centers, conferences and potentailly large specitaly retail customers
  • Ability to effectively work in a cross-functional environment within H' and with external vendors
  • Has experience in ERP systems and Wholesale EDI processing
  • Able to do business analysis in excel
  • Strong communication, teamwork, problem-solving, and interpersonal skills are required
  • Sense of humor

Associate Allocator, Retail Resume Examples & Samples

  • Use inputs from sizing team to and historical performance to update allocation parameters to optimize store/door sell through
  • Execute allocation strategies to optimize inventory, including new store assortments and replenishments
  • Execute inventory activities to capitalize on opportunities
  • About 1 year of work experience (preferably in a retail environment)

Retail Investor Operations Associate Resume Examples & Samples

  • Manage the ongoing document processing of all IRA transactions and special requests
  • Support Investor Services team with Manual Account creation requests
  • Assist with a variety of activities related to the daily operations of the Sales team and the Investor Services team (Managing ACH confirmations, Mail processing…)
  • Collaborate with the Investor Services team to develop and document standard operating procedures
  • Test and implement processes and internal controls (quality assurance)
  • Identify opportunities to increase the efficiency and effectiveness of the Investor Services team
  • Work on special projects as needed
  • Provide exceptional service and maintain a great relationship with our Custodian SDIRA Services and our Internal counterparts
  • Bachelor’s degree preferred and 2+ years’ experience in a related role
  • Background/experience in Operations preferred
  • General knowledge and understanding of financial products and terminology (ie. IRA, Roth IRA, Roth conversion etc.)
  • Demonstrated ability to evaluate and balance team and individual workloads through effective time management, prioritization, and organizational skills in a fast paced environment
  • Excellent interpersonal skills and a customer service approach to problem solving
  • Ability to thrive in an environment driven by change and improvement
  • Excellent computer skills and experience with Salesforce a plus
  • Attention to accuracy and detail

Retail Account Management Associate Resume Examples & Samples

  • Project Participation, by effectively participating in projects that involve multiple teams within the Company that are above and beyond the normal area of responsibility or expertise
  • Judgment and Discretion: She/he takes decisions that are reasoned, documented, and involves partnering with other internal stakeholder teams as appropriate and required when making decisions that have wider impact
  • Fluent level of German and English is a must
  • Proven ability to work effectively to tight deadlines in a fast-paced environment
  • Additional Language (Italian, Spanish or French)

Retail Saels Associate Resume Examples & Samples

  • Takes charge, works well remotely, requires minimal supervision, and plans and executes a personal performance plan
  • Partners with RadioShack colleagues and navigates the entire store
  • Approaches every customer as a potential Sprint customer, seeks to understand their needs and helps them find a Sprint solution
  • History of meeting or exceeding performance objectives

Associate, Retail Resume Examples & Samples

  • Lead projects in key functional areas or core operational/ business groups on a variety of strategic initiatives and projects
  • Projects may include preparing operational plans, launching/ managing marketing initiatives, business development, and developing business strategy
  • Placement at the conclusion of the program may lead to opportunities in a variety of disciplines within the organization, based on both personal preferences and corporate needs
  • Participants are considered high potential associates with potential to take key management roles at NRG
  • Strong academic performance – minimum GPA 3.0 (4.0 scale)
  • Graduating with a Master’s or advance degree Fall 2016 - Spring 2017 or a recent graduate within the last 12 months from an accredited college or university
  • Masters or advanced degree in Finance, Business, Engineering or related discipline
  • 2-4 years related experience, Master’s level
  • Self-starter with involvement in extra-curricular, community or university sponsored organizations; prior internships, academic or full-time work experience
  • A willingness to temporarily relocate within the United States or travel when required
  • Strong interpersonal skills and can adapt to and work well with diverse sets of situations and people
  • Excellent communication skills including verbal, written and presentation
  • Demonstrates behaviors consistent with NRG’s STRIVE VALUES: Safety, Teamwork, Respect, Integrity, Value Creation, Exemplary Leadership
  • Authorization to work in the U.S without restrictions or employer sponsorship
  • Bachelors’ degree in Business, Marketing, Finance or Engineering Degree
  • MBA
  • Graduation dates: May 2016 – May 2017
  • Previous internship
  • 1-2 years Energy experience prior to MBA
  • Outstanding work ethic
  • Agility/Leadership Potential
  • Entrepreneurial spirit
  • Ability to create executive decks

Retail & Consumer Analytics Senior Associate Resume Examples & Samples

  • Customer, Product and Pricing Analysis
  • Business and Operations Analysis within marketing, operations, or risk analysis using quantitative techniques
  • Visualization techniques and tools
  • Advanced analytics techniques (regression, simulation, etc.)
  • Applicable sources of external, internal or new data sources to support analytic methods and visualization techniques
  • Healthcare, Insurance, Financial Services, Customer an industrial Products and Services, Manufacturing or Telecom Industries
  • Analyzing large and complex data sets, including a demonstrated thorough aptitude for conducting quantitative and qualitative analyses

Retail & Consumer TPE Technology Senior Associate Resume Examples & Samples

  • Defining business problems and outlining possible solutions
  • Outlining business strategies, related tactics, and objectives for measurement
  • Gathering, defining, and organizing business and functional requirements including acceptance criteria for use by developers to implement a capability
  • Resolving promptly issues and business questions
  • Parsing high level functional requirements into an executable story backlog
  • Aiding in the estimation and planning process
  • Assisting in prioritization of tasks and planning iterations
  • Providing system functionality delivery on business capabilities
  • Reporting statuses
  • Facilitating workshops
  • Eliciting requirements and scope using client interviews, shadowing, document review, surveys and other techniques
  • Parsing out client requirements into manageable work units
  • Translating client requirements into standard UML diagrams and/or Agile user stories
  • Documenting vision and scope, including monitoring changes throughout project lifecycles
  • Collaborating with the user experience and design team to perform traceability of solution to design and business requirements
  • Creating screen mock-ups to help clients visualize requirements
  • Working with development team to estimate the level of effort required for projects, features and individual stories work items
  • Prioritizing client work based on value, risk and dependencies
  • Creating test scenarios, test plans and execution of test cases using various test scenarios to deliver quality results to clients
  • Delivering solutions that meets quality standards and being receptive to feedback and direction from others
  • Envisioning solutions-related issues and conflicts, collaborating with functional or business teams and developers to deliver solutions that meet business requirements
  • Adapting to the client's environment, development and quality standards

Retail Syndication Associate Resume Examples & Samples

  • Process and co-ordination of retail financing transactions
  • Set up retail financing transactions on Canaccord Genuity’s global deal management platform (“IDEAL”)
  • Opening accounts for financing transactions
  • Reviewing and maintaining order book on IDEAL
  • Reviewing financing documentation
  • Drafting agreements and business correspondence
  • Liaise with Investment Advisors, securities lawyers, issuers, and external stakeholder
  • Syndication departments, compliance department and securities department
  • Assist with the coordination of financing transaction closings
  • Typing of memos and input of data entry
  • Maintaining a proper regulatory compliant file
  • Administrative duties such as answering phones, filing, couriers, mail, photocopying and maintaining supplies
  • Maintaining files (open, close and storage)
  • Other administrative duties as required
  • 2 years of experience within the brokerage industry and/or equivalent courses (Canadian Securities Course, Canadian Operations)
  • Well organized, with the ability to work well under pressure and able to meet deadlines
  • Ability to prioritize and multi-task while displaying a keen attention to detail and good accuracy
  • Client service focused
  • Must be able to work effectively within a service team atmosphere
  • Ability to work in a dynamic work environment
  • Working knowledge of securities industry
  • Ability and desire to learn about securities law, stock exchange and securities commission policies
  • Knowledge of Microsoft Office Applications - Windows, MS Office, Excel
  • Excellent grammar, spelling and proofreading skills required

Associate, Retail Ops-data Management Resume Examples & Samples

  • Maintain a basic understanding of UDC/ISO market rules and ensure assigned workflow processes are following the current market requirements
  • Solid analytical and problem-solving skills
  • Excellent attention to detail knowing others will depend on it being correct
  • Strong organizational and time management skills - ability to organize and prioritize a fast-paced, heavy workload

Retail Clearing Associate Resume Examples & Samples

  • Daily reconciliation of trades and proceeds for our retail and institutional clients
  • Fail control
  • Dividend reconciliation
  • Asset Transfer
  • Problem resolution entailing working with Help Desk staff and US Accounting
  • KV or equivalent experience, preferably in the banking / finance sector
  • Familiarity with securities administration and / or settlement
  • Securities Lending and Borrowing should be a term which in theory is understood
  • IT skills: proficient user of MS Office, familiarity with clearing systems is a plus
  • Languages: fluency in English and German
  • Personality: ambitious, detail orientated with the ability to work independently

Associate, Retail Ops Resume Examples & Samples

  • Execute day-to-day workflow activities. Review, analyze and resolve open work queues to enable accurate and timely service for customers, interactions with UDCs and internal groups
  • Provide customer level support by researching and responding to customer inquiries received from various internal groups
  • Maintain a basic understanding of UDC/ISO market rules and ensure assigned workflow processes are following the current market requirements. Ensure that all Sarbanes-Oxley (“SOX”) Key Controls and other company policies are followed

Channel Marketing Associate, Retail Resume Examples & Samples

  • Collaborate with segment and category managers to ensure alignment in marketing, product and sales activities
  • Own marketing relationship with key retail accounts and work with Motorola sales Account Executives to jointly create and execute co-marketing plans. Marketing plan elements to include in-store POS and eTail merchandising, end user demand generation (retail circulars, digital inserts, web banners, email, social media, etc), and retail promotions
  • Interlock with key marketing personnel of strategic alliance partners to develop joint marketing activities between Motorola and retail accounts
  • Work with internal resources and third-party agency to develop custom marketing assets as needed

Retail Floor Ready Associate Resume Examples & Samples

  • Provide an exceptional customer shopping experience by ensuring both the in store and online customer are always the #1 priority 
  • Collaborate with Managers, Leads and Associates throughout the store to deliver a clean, neat and easy-to-shop store environment; maintain sales floor and fitting room recovery standards 
  • Support Omni Channel initiatives and be open to learning new technology 
  • Maintain a working knowledge of the Floor Ready Best Practice 
  • Review vendor boxes for non-compliance issues; submit charges accordingly using the MC9090 RF Handheld 
  • Perform floor audits on merchandise that was not opened or may have been missed on the receiving dock 
  • Take photos and communicate any issues outside the scope of the designated audits via phone, email to the Store Operations Analyst and review on weekly team conference calls
  • Understand receiving and processing team functions to better communicate vendor issues that need to be addressed; partner with the processing team to resolve audit findings 
  • Check email every day and participate in conference call for updates
  • Perform special projects concerning floor ready program as needed 
  • Flex into other areas, as business needs dictate, after floor ready duties are performed
  • Communicate with Operations Manager and Merchandise Team Manager on any merchandise or system issues 
  • Some prior receiving and processing experience desired
  • Must have basic knowledge of computer, email, and camera
  • Must be able to use MC9090 gun
  • Knowledge of Excel desired
  • Must possess a strong sense of urgency. Should be comfortable with the use of computers and frequent use of RF equipment

Retail Event Associate Resume Examples & Samples

  • Works in retail locations while upholding customer service, selling, inventory, and cash handling standards
  • Maintains appearance level standards within store, straightens and sizes items as needed
  • Sells merchandise and handles money
  • Operates cash register properly when required
  • Continually going above and beyond with delivering exemplary customer service and successful resolving any guest situation that may arise
  • Maintain a professional and enthusiastic atmosphere even in the absence of management
  • Excellent customer service and a positive attitude
  • Must possess a willingness to learn
  • Basic mathematical skills are required for cash handling

Associate, Retail Ops Resume Examples & Samples

  • Workflow Execution:Execute day-to-day workflow activities. Review, analyze and resolve open work queues to enable accurate and timely service for customers, interactions with UDCs and internal groups
  • Customer Support Research and Response:Provide customer level support by researching and responding to customer inquiries received from various internal groups
  • Communication and Collaboration:Review and communicate issues to team members, leads and management with emphasis on customer information and system improvement opportunities. Initiate and foster collaboration with team members to ensure seamless customer support and knowledge transfer
  • Data Discrepancy Identification and Resolution:Exercise independent judgment to investigate data discrepancies and take necessary actions to resolve, including working with other functional groups as needed
  • Comprehension/Adherence of Policies and Controls:Maintain a basic understanding of UDC/ISO market rules and ensure assigned workflow processes are following the current market requirements. Ensure that all Sarbanes-Oxley (“SOX”) Key Controls and other company policies are followed

Retail Services Associate Resume Examples & Samples

  • Balances the cash drawer on daily basis per the cash handling policy
  • Posts daily menu
  • Labels food items on glass

Retail Brokerage Associate Resume Examples & Samples

  • Work with senior brokers to continuously prospect and canvass new retail business opportunities
  • Participate in property tours
  • Tour coverage responsibility and develop familiarity with all current listings in order to provide tour support
  • Involved with initial draft proposals for existing building leads to review and edit and prepare proposal template for each building if one does not currently exist
  • Liaise with marketing team on tasks, deliverables, and campaign materials for each property. Help with ensuring that the marketing team executes our request in an accurate and timely manner. Help with communication of expectations on requests and deliverables to clients
  • Work with senior Brokers to effectively market designated properties and distinguish projects from competition. Effectively utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business
  • MBA, preferred
  • Retail and Commercial Real Estate background
  • Sales experience, a plus
  • Creative problem-solving and analytical skills
  • Impeccable organizational and follow-up skills
  • Ability to focus on details while managing the big picture
  • Self-starter, capable of maintaining a high energy level and being a team player
  • Must be well-spoken
  • Possess strong presentation skills and effective business-writing skills
  • Strong skills in EXCEL, Word, and PowerPoint

Retail Brand Development Associate Resume Examples & Samples

  • Execute strategies and initiatives that deliver specified financial goals of Disney business at North American retail to include development of the Licensed merchandise and Home Entertainment offerings
  • Assist VP and Manager in the management of all licensed merchandise categories and the development of buyer and licensing relationships to meet and exceed predetermined revenue targets and growth objectives
  • Implement product strategies, merchandising and marketing plans to ensure that sales are maximized and marketing objectives are met
  • Execute account specific initiatives, promotions, trade and consumer advertising, designed to maximize sell-in and sell-through of products in partnership with other business units
  • Build strong team-oriented relationships with other key business units that result in new business and/or cross-promotional opportunities
  • Collaborate with internal synergy partners to develop cohesive retail programs and unique opportunities
  • Maintain day-to-day account requests including the fulfillment of licensee lists and product sheets
  • Coordinate the scheduling of line reviews, trade shows and sales meetings
  • Manage the fulfillment of artwork needs as it relates to credentials and marketing assets
  • Liaise with cross Line of Business partners to drive cross category programs to maximize sales
  • Fulfill any and all reporting requirements in a timely and appropriate manner
  • Effectively manage and process P&P (advertising & promotions) to drive sales and retail programs
  • Manage expenses to budget
  • A self-starter who identifies sales solutions that meet the needs of the retailer as well as Disney’s sales objectives

Retail & Consumer Trade Program Management Associate Resume Examples & Samples

  • Serving as a Subject Matter Expert to project teams in SAP CRM and TPM
  • Helping clients conceptualize and design new or improved CRM strategies to provide valuable data at each stage of the promotion program
  • Applying market/process best practices and analytical techniques to create new promotion insights and drive recommendations
  • Working closely with other functional and industry services lines to deliver holistic solutions
  • Providing hands on thought leadership expertise in SAP/TPM processes, organization design, information technology strategy, design and implementation, performance metrics and change management techniques
  • Working closely with client and project team members to generate practical solutions and ensure clients assume the ownership required for successful implementation
  • Assisting in the execution of market strategies and contributing to the development of new service offerings
  • Delivering SAP CRM/TPM solutions, with at least two full lifecycle implementations
  • Designing and implementing technology-enabled business solutions for clients
  • Defining systems strategy, develop systems requirements, design/prototype, test and implement SAP and TPM solutions
  • Organizing and implementing the TPM process
  • Utilizing written and verbal business communication skills when interacting with clients and firm staff and/or management in a professional services business environment

Retail & Consumer Management Consulting Operations Senior Associate Resume Examples & Samples

  • Transaction lifecycles of Financial, Healthcare, Federal and Product and Services products
  • Financial operations, including the financial close, planning and forecasting processes
  • Operations and administration of Financial, Healthcare, Federal , Product and Services businesses
  • Data and systems interactions including IT tools and technology
  • Documentation and the identification of key controls within the transaction lifecycle
  • Statutory Reporting, GAAP or IFRS requirements
  • Actively participating in client discussions and meetings
  • Communicating a broad range of offered consulting services
  • Managing engagements
  • Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients
  • Maintaining project economics while maintaining flexibility for unanticipated issues
  • Creating a positive environment
  • Monitoring workloads of the team while meeting client expectations
  • Respecting the work-life quality of team members
  • Providing candid, meaningful feedback in a timely manner
  • Keeping leadership informed of progress and issues
  • Answering questions and providing direction to less experienced staff
  • Developing, writing, presenting and facilitating discussions on strategy to all levels of industry audiences, clients and internal staff and managemen

Associate, Retail Ops Resume Examples & Samples

  • Workflow Monitoring and Execution:Monitor and execute day-to-day workflow activities and control reports, managing medium to complex exception handling activities. This includes system exception queues, activities, service requests or emails from utility supplier support contacts and coordination with other internal functional teams
  • Functional Knowledge Communication and Collaboration:Work collaboratively with project groups, Information Technology and cross functional teams as a Subject Matter Expert (SME). Identify and create business requirements based on changing business needs, such as assisting in special projects related to developing system or process changes. Develop test scripts for business processes, system enhancements and bug fixes as required
  • Team Development Support:Works with manager and team members to develop and implement team level plans addressing communication, leadership, technical skills training, and increasing industry knowledge
  • Comprehension/Adherence of Policies and Controls:Maintain an intermediate understanding of UDC/ISO market rules and ensure group's workflow processes are following the current market requirements. Ensure that all Sarbanes-Oxley (“SOX”) Key Controls and other company policies are followed

Retail Branch Associate Resume Examples & Samples

  • Responsible for delivering a high level of member service at the teller line
  • Processes cash/check transactions at the window, including deposits, withdrawals, loan payments, transfers, traveler’s checks, cashier’s checks and money orders. Prove cash at the end of the day
  • Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags
  • Provides information concerning credit union services and policies and cross-sells appropriate services
  • Maintains a working knowledge of endorsement requirements and credit union policies regarding the acceptance of checks
  • Assists as needed with facilitating member loan requests and with the daily opening and closing procedures
  • Serves as a resource to all Retail Branch Associates as needed
  • Assists in meeting and exceeding individual, team and credit union goals
  • Promotes honest and open communication throughout the credit union
  • Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics
  • Works with other credit union departments to insure the workflow or process is providing the best service to the members
  • Knowledge of credit union services and products
  • Good general math skills
  • Ability to communicate effectively in writing and orally
  • Ability to resolve interpersonal conflict and miscommunications
  • Knowledge of spreadsheet software and ability to use word processing software
  • Ability to maintain a high level of confidentiality
  • Must be able to be bonded

Retail Branch Associate Resume Examples & Samples

  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships
  • Balances vault cash, travelers checks, money orders and cashiers checks
  • Opens new member accounts, CD’s and IRA’s
  • Originates and completes member consumer loan applications
  • Closes loans that have originated outside the in-store branch
  • Understands and applies savings and lending policies and procedures for possible sales opportunities
  • Delivers Public Announcements (PA’s) as instructed by the Branch Manager
  • Perform and track business development activities every month
  • Maintains an understanding of endorsement requirements and check acceptances of the credit union
  • Assists with vault cash and originating and scoring member loans as needed
  • Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds
  • Provides supporting documents and proper documentation in member files
  • Knowledge of sales and service techniques
  • Excellent member service skills
  • Good problem resolution skills
  • Ability to make sound lending decisions
  • Ability to work in a fast-paced and team-oriented environment

Retail Remodel Associate Resume Examples & Samples

  • Observes associate, customer, or supplier behavior
  • Moves up and down a ladder
  • Presents information to small or large groups and individuals
  • Sits or stands for long periods of time
  • Communicates effectively in person or by using telecommunications equipment
  • Squats, kneels, or crawls for extended periods of time
  • Creates documents, reports, etc., using a writing instrument (such as a pencil or pen) or computer
  • Grasps, turns, and manipulates objects of varying size and weight, requiring fine motor skills and hand-eye coordination
  • Reads information, often in small print
  • Visually locates merchandise and other objects
  • Reaches overhead and below the knees, including bending, twisting, pulling, and stooping
  • Moves, lifts, carry, and places merchandise and supplies weighing up to 50 pounds without assistance

Retail Remodel Associate Resume Examples & Samples

  • Additional Preferred Qualifications
  • 6 months commercial remodeling experience
  • 6 months supervisory experience
  • Employment Type:Full Time

Senior Search Associate, Retail Practice Resume Examples & Samples

  • Working closely with engagement teams which will include Research Associates, other Senior Associates and Consultants, the primary roles of the Senior Associate are to
  • Provide engagement execution support to the client and the team
  • Project manages the various stages of the search process to always ensure the highest quality execution of client engagement
  • Lead the identification, qualification and (at “level two” onward) communication with candidates during the search engagement and informing the consultant of progress and issues
  • Capture and maintain accurate market, client and candidate information on the company’s knowledge systems so as to both facilitate the search process and help convert business development opportunities
  • The Senior Associate has more exposure throughout the search and is expected to lead elements of the process, supporting the consultant. The role broadens out to focus on
  • Research: Create the source list/research strategy, for agreement with the Consultant /Client
  • Candidate Development: Full responsibility for the generation of relevant candidates for the project
  • Candidate Management: Support the Consultant with communication and coordination with Candidates (with the aid of EA/AA logistical support). Participation in interviews and referencing
  • Report Preparation: Assist/lead the creation of client facing documentation
  • Client Participation: Involvement in project kick off meetings as well as project update/progress calls
  • Market /Centers of Expertise Participation: Expectation to be involved more broadly across the firm
  • KF02

Retail Data Collection Associate Resume Examples & Samples

  • Education and/or Experience - High school diploma or GED equivalent preferred
  • Physical Demands - While working in retail stores the associate will be required to sit, reach (overhead, under and arms length), bend, climb, kneel stand, squat, walk on flat surface, lift up to 30 lbs., change position, and handle and carry a 2 lb. device for a prolonged period of time
  • Counting reserve stock in coolers/freezers may be required
  • Working Conditions (environment in which the job is performed) - Retail stores
  • Language Skills - English is the primary language skill; however, bilingual skills may be required based on business necessity