Nila Hall
Account Services Representative at Newport Group- Claim this Profile
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English Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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Retirement Plan Fundamentals Certification
American Society of Pension Professionals and Actuaries
Experience
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Newport
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United States
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Financial Services
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700 & Above Employee
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Account Services Representative
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Jul 2018 - Present
Provide assistance to Relationship Managers, by gathering data and compiling to create Retirement Readiness and Investment Reports. Experience with DST and AWD systems.Intermediate experience with Microsoft Excel. Assist in processing distribution, hardship, and contribution requests to ensure proper documents have been submitted and accurate. Provide assistance to Relationship Managers, by gathering data and compiling to create Retirement Readiness and Investment Reports. Experience with DST and AWD systems.Intermediate experience with Microsoft Excel. Assist in processing distribution, hardship, and contribution requests to ensure proper documents have been submitted and accurate.
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Tax Examiner
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Jan 2015 - Jul 2018
Review documents for accuracy and corrects errors. Research discrepancies and send out correspondence to tax payers to gather information. Interpret complex tax laws and apply them to taxpayer returns to process refunds or payments. Review documents for accuracy and corrects errors. Research discrepancies and send out correspondence to tax payers to gather information. Interpret complex tax laws and apply them to taxpayer returns to process refunds or payments.
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CareCentrix
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United States
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Hospitals and Health Care
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700 & Above Employee
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Customer Solutions Specialist
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Feb 2017 - Dec 2017
Took inbound calls from patients, case managers and providers. Acted as a liaison between patients and insurance companies to assist them in getting medical equipment or home health. Resolved customer complaints. Took inbound calls from patients, case managers and providers. Acted as a liaison between patients and insurance companies to assist them in getting medical equipment or home health. Resolved customer complaints.
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Ascensus
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United States
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Financial Services
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700 & Above Employee
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Client Service Representative
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May 2016 - Jan 2017
Provide client support to customers enrolled in 529 plans by assisting them with account sign up, resolve password and username issues. Process financial transactions such as withdrawals, contribution changes and allocations. Provide client support to customers enrolled in 529 plans by assisting them with account sign up, resolve password and username issues. Process financial transactions such as withdrawals, contribution changes and allocations.
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Retirement Education Specialist
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Dec 2013 - Feb 2014
Assisted customers with their retirement accounts. Resolved account issues from resetting passwords to making distributions and increasing or decreasing contribution amounts. Educated customers on IRA's & 401k's. Assisted customers with their retirement accounts. Resolved account issues from resetting passwords to making distributions and increasing or decreasing contribution amounts. Educated customers on IRA's & 401k's.
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Education
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2005 - 2011
University of Missouri-Kansas City
Bachelor's Degree, Sociology
Community
