S

Swarna Srinivasan

About

Detail

Finance|| Customer Service|| Recruiting || Human Resource Management || Project Management Office || Hiring Manager || Onboarding Specialist ||
Pennsylvania, United States
Contact Swarna regarding: 
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Full-time jobs

Timeline

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Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Volto Consulting
    Senior Account Manager - IT Recruitment and Delivery
    Volto Consulting
    Feb 2026 - Current (9 months)
    -US IT Recruitment -Account and Vendorship Managagement -Client Relationship Management
  • The Coury Firm
    Client Servicing Associate
    The Coury Firm
    Oct 2024 - Nov 2025 (1 year 2 months)
    The Coury Firm: Oct 2024- Nov 2025 Client Service Associate: Private Wealth Management
    • Supported Wealth Advisors with end-to-end client administration to ensure timely and accurate service delivery
    • Managed account servicing, money movements, and cashiering transactions
    • Reviewed and reconciled client data; prepared reports and client-facing materials
    • Assisted with quarterly reporting and performance summaries for clients
    • Supported preparation and presentation of investment and planning materials for client meetings
    • Coordinated with custodians and counterparties to facilitate account operations
    • Collaborated with Private Wealth teams and senior leadership on operational needs
    • Contributed
  • Tata Consultancy Services
    PMO [Hiring Manager]
    Tata Consultancy Services
    Apr 2022 - May 2023 (1 year 2 months)
    As a portfolio manager at Tata Consultancy Services, I am responsible for overseeing a range of IT requirements across three portfolios within the Apple account.
  • T
    Human Resources Coordinator
    THT INVESTMENTS AND SERVICES, INC.
    Feb 2022 - Apr 2022 (3 months)
  • R
    Mortgage Loan Processor
    Reliable Home Mortgage LLC
    Oct 2021 - Apr 2022 (7 months)
  • HSBC
    Customer Service Representative
    HSBC
    May 2008 - Jul 2008 (3 months)
    • Cash transactions, withdrawals, deposits, term deposit redemptions, draft issuance, money orders, ordering cheques, closing accounts.
    • Required to do administrative work, assisting staff, sorting/verifying reports, filing reports, mail distribution, and phone enquiries.
    • Responsible for balancing cash and cheques at the end of the day.
    • Required to promote products to customers.
Education verified_user 0% verified
  • Google
    Certificate Project Management
    Google
    Jan 2021 - Jan 2022 (1 year 1 month)
  • University of Toronto
    Certificate Human Resources
    University of Toronto
    Jan 2019 - Jan 2020 (1 year 1 month)
  • York University
    bachelor, Bachelors Business Administration
    York University
    Jan 2004 - Jan 2010 (6 years 1 month)
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