Alvin Clawson
Charlotte,NC
Summary
Im a very versatile employee bringing 10 + years of experience in the industry. Seeking to devote excellent , strategic planning, customer service skills and team leadership abilities to dynamic, growth-oriented position.
Overview
11
11
years of professional experience
Work History
Lead CIP Specialist
TIAA Financial Services
02.2018 - Current
- Utilize the Customer Identification Program in order to remain compliant within the guidelines of the USA Patriot Act
- Responsible for identifying fraudulent activities located on new IRA enrollees documents.
- Collaborate with the AML department and CIU department on a regular bases.
- Responsible for adding and removing restrictions to participants contracts.
Asset Transfer Specialist
TIAA Financial Services
03.2013 - 01.2018
- Input financial data and produced reports using OAW database.
- Processed asset transfers, IRA rollovers and Internal rollovers for participants.
- Responsible for working collaboratively with key clients and project teams on developing, monitoring and updating costs and/or integrated project plans and schedules so that projects may be executed in the most efficient manner possible
- Worked in client service based atmosphere on a variety of projects, across multiple internal groups and utilized innovative technologies and software.
Education
Associate of Science -
Central Piedmont Community College
Charlotte, NCSkills
- Siebel
- TIMS
- Unified Workflow
- Customer Service
- Leadership
- Omni Administration
Timeline
Lead CIP Specialist
TIAA Financial Services
02.2018 - Current
Asset Transfer Specialist
TIAA Financial Services
03.2013 - 01.2018
Associate of Science -
Central Piedmont Community College
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