Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Aishwarya Krishnan

Allen,TX

Summary

Detail-oriented client services and administrative professional with diverse experience in financial services, education, and operations. Demonstrated expertise in regulatory compliance and effective communication while supporting customers and educators. Committed to maintaining confidentiality and delivering high-quality service in fast-paced environments.

Overview

17
17
years of professional experience

Work History

Representative, OSG Client Services

Fidelity Investments
Westlake, Texas
09.2025 - 03.2026
  • Supported 529 College Savings Plan accounts, processing transactions for clients and third-party advisors to ensure timely fund management.
  • Processed checks, stop payments, cancellations and reissues using Fidelity systems and mainframe applications.
  • Verified customer identity, updated records and maintained strict compliance.
  • Assisted clients with inquiries regarding de minimis rollovers to IRA accounts, facilitating smooth account transitions.
  • Documented interactions accurately and collaborated across teams to enhance service delivery and maintain compliance.

Customer Relationship Advocate

Fidelity Investments
05.2025 - 07.2025
  • Completed training in brokerage products, compliance, and customer service to ensure adherence to industry standards.
  • Studied for the Securities Industry Essentials (SIE) examination to enhance foundational industry knowledge.
  • Gained in-depth understanding of investment products and financial regulations to better serve client needs.

ESL Paraprofessional / Substitute Teacher / Special Education Aide

Coppell ISD
10.2024 - 05.2025
  • Supported multilingual learners and students with diverse needs, enhancing their engagement and participation.
  • Adapted lessons and implemented IEP support in collaboration with teachers to meet individual learning goals.
  • Maintained classroom continuity while fostering positive relationships with students and staff, contributing to a supportive learning environment.

Volunteer

Richard J Lee Elementary school
Bangalore, TX
11.2023 - 04.2025
  • Organized educational materials and resources for various subjects.
  • Supported students in academic tasks and social interactions.
  • Assisted teachers with classroom activities and student engagement.
  • Supported teachers with classroom needs with field trips and also actively participated in parent meetings.

Teacher

Peek A Boo School
04.2013 - 02.2014
  • Provided Montessori instruction in classroom settings.
  • Managed admissions, facilitated parent meetings, and coordinated school outreach to enhance community engagement.
  • Designed and implemented engaging lesson plans and educational activities to promote student participation and learning outcomes.

Cost Accountant

Park Hyatt Chennai
03.2012 - 12.2012
  • Prepared food and beverage cost reports to assess profitability and inform pricing strategies.
  • Managed inventory reconciliation and reporting with iScala and Micros to ensure data accuracy and support decision-making.
  • Enhanced inventory accuracy through systematic checks and adjustments. and operational efficiency.

Tax Analyst / Advanced Tax Analyst

Ernst & Young
10.2009 - 04.2011
  • Prepared U.S. corporate and partnership tax returns.
  • Reviewed trial balances and journal entries for accuracy and compliance.
  • Utilized GoSystem software to manage tax data efficiently. and OneSource while ensuring compliance.

Customer Care Executive

Standard Chartered
02.2009 - 07.2009
  • Resolved banking inquiries, ensuring customer satisfaction through effective communication.
  • Provided exceptional support to clients through effective communication and problem-solving.
  • Managed customer inquiries using Standard Chartered's CRM system efficiently.
  • Collaborated with teams to resolve complex customer issues swiftly and accurately.

Education

Master of Business Administration (MBA) - Human Resources Management

Anna University
Chennai, India

Bachelor of Commerce (B.Com.) - Accounting & Finance

Bangalore University
Bangalore, India

Skills

  • 529 Plans
  • Client Account Management
  • Transaction Oversight
  • Compliance
  • Records Management
  • Microsoft Office
  • Problem Solving
  • Customer Service
  • Client Relations
  • Team Collaboration
  • Adaptability
  • Communication

Volunteer Experience

Richard J. Lee Elementary School, Assisted library operations, field trips, and classroom support.

Timeline

Representative, OSG Client Services

Fidelity Investments
09.2025 - 03.2026

Customer Relationship Advocate

Fidelity Investments
05.2025 - 07.2025

ESL Paraprofessional / Substitute Teacher / Special Education Aide

Coppell ISD
10.2024 - 05.2025

Volunteer

Richard J Lee Elementary school
11.2023 - 04.2025

Teacher

Peek A Boo School
04.2013 - 02.2014

Cost Accountant

Park Hyatt Chennai
03.2012 - 12.2012

Tax Analyst / Advanced Tax Analyst

Ernst & Young
10.2009 - 04.2011

Customer Care Executive

Standard Chartered
02.2009 - 07.2009

Master of Business Administration (MBA) - Human Resources Management

Anna University

Bachelor of Commerce (B.Com.) - Accounting & Finance

Bangalore University

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Aishwarya Krishnan