Experience

Retirement Clearinghouse

• United States
• Financial Services
• 1 - 100 Employee

• Client Specialist

  • Aug 2021 - Present

  Charlotte Metro Retirement Clearinghouse is a company on a mission to move retirement forward. Offering automatic rollover services, participant location services, and innovative solutions such as Auto-Portability, Retirement Clearinghouse is driven to adapt with a constantly changing retirement landscape. As a Client Services Specialist, my focus is on Missing Participant/address location services. We take a unique approach to locating retirement plan participants, using various resources to complete forensic… Show more Retirement Clearinghouse is a company on a mission to move retirement forward. Offering automatic rollover services, participant location services, and innovative solutions such as Auto-Portability, Retirement Clearinghouse is driven to adapt with a constantly changing retirement landscape. As a Client Services Specialist, my focus is on Missing Participant/address location services. We take a unique approach to locating retirement plan participants, using various resources to complete forensic searches.

• Customer Service Specialist

  • Aug 2021 - Mar 2023

  Charlotte Metro



Amazon Logistics

• Associate

  • Aug 2019 - Nov 2020

  Charlotte, North Carolina, United States - Inducted packages into the nightly sort cycle upon arrival - Handled problem packages that may require repackaging or hazmat processing - Pick packages and sort for handoff to last mile delivery partners - Consistently adhere to safety guidelines



Alight Solutions

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Client Specialist

  • May 2012 - Dec 2018

  Charlotte Contributed to the planning, implementation, and continuing execution of multiple HR and Benefits projects, including a $4.3 Billion pension buyout. Obtained multiple 'Enthusiastic Client' renewal certificates for teams I have been aligned to. -Contributed to the launch of new Cloud SaaS systems for large scale companies. -Provided excellent support to employees with questions regarding benefits and pay across multiple industries. -Supported Client Manager in Planning and implementation… Show more Contributed to the planning, implementation, and continuing execution of multiple HR and Benefits projects, including a $4.3 Billion pension buyout. Obtained multiple 'Enthusiastic Client' renewal certificates for teams I have been aligned to. -Contributed to the launch of new Cloud SaaS systems for large scale companies. -Provided excellent support to employees with questions regarding benefits and pay across multiple industries. -Supported Client Manager in Planning and implementation of HR Business Processes and projects -Ensured successful progression through annual Compensation, Performance Management, and Benefits Enrollment cycles -Create, plan, and deliver internal and external training on new systems, processes, and business requirements -Demonstrate an understanding of how data and status changes impact payroll and benefits -Analyze metrics, and report findings to the appropriate departments and parties -Identified talent and formed project teams based on skill, experience, and performance -Assist managers with recruiting inquires and updates via integrated Applicant Tracking System -Updated employee identification and work certification documents -Retrieved employee records for subpoenas and document requests Show less