Aaliyah Harris
Overview
5
5
years of professional experience
1
1
Certification
Work History
Retirement Service Consultant
Ascensus Retirement Services
05.2022 - Current
- Following procedure to make updates that clients need
- Upholding security protection for client plans
- Help client Process 5500 Form
- Update and add new procedures for service department
- Organize daily task to ensure on time completion for the client
- Quality check work of Co workers to ensure compliance is followed
- Responsible for protecting, securing, and proper handling of all confidential information
- Communicate and educate clients on any changes with the plan
- Managed a portfolio of clients, ensuring timely delivery of services and prompt resolution of any issues that arose.
- Cross-trained and provided backup support for organizational leadership.
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Serviced retirement plans such as 403b,DB,CB,401K
Retirement Support
Principal Financial Group
03.2021 - 05.2022
- Call and document pending request in queue
- Handle escalated calls from participants and reach out to admin for assistance when needed
- Provide quality customer service and be available for calls
- Include accurate and timely documentation/processing of work resulting from the call
- Build foundational financial knowledge
- Excellent problem-solving skills
- Knowledge for a variety of 401k/benefits plans for different companies.
Retirement Specialist
John Hancock Manulife
10.2019 - 02.2021
- Evaluate a client’s IRA/pension portfolio
- Make changes to beneficiaries on account
- Provide advice on loan amounts or withdrawal
- Ensure account is locked to avoid fraud withdrawals
- Process withdrawal claims for the client
- Meet compliance standards in all states
- Process legal paperwork.
Education
Bachelor of Arts -
Austin Peay State University
Clarksville, Tn12.2018
High School Diploma -
Middle College @APSU
Clarksville, Tn05.2014
Certification
- Career development Course-From Prism internship
- QP Blitz compliance course
Timeline
Retirement Service Consultant
Ascensus Retirement Services
05.2022 - Current
Retirement Support
Principal Financial Group
03.2021 - 05.2022
Retirement Specialist
John Hancock Manulife
10.2019 - 02.2021
Bachelor of Arts -
Austin Peay State University
High School Diploma -
Middle College @APSU