Charmagne N. Gelsey
Dallas,TX
Summary
Consulting professional with strong track record in delivering impactful business solutions and producing high quality results. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.
Overview
11
11
years of professional experience
Work History
Payroll Conversion Consultant
Empower
04.2022 - Current
- Responsible for the successful setup of payroll integration and installation of standard/non-complex new transfer or start-up retirement plan sales (45 plans or more at a time)
- Act as the primary contact for Empower for all payroll related matters of assigned client groups
- Coordinate the integration and mapping of payroll files/methods with conventional plan sponsors to Empower
- Attend ongoing weekly conference calls on assigned projects and consults with various client contacts including plan sponsors, payroll vendors, financial advisors, third party administrators, relationship/client service managers, regional sales director’s and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall project management
- Maintain established internal deadlines and timelines for all assigned client groups, associated with payroll activity
- Coordinate with internal teams to facilitate FTP (File Transfer Protocol) connections with payroll vendors/clients using direct FTP
- Works with network payroll vendors for plans transferring to our Payroll Bridge product Coordinate with internal departments for issue resolution of incoming cash/payroll files
- Map new elementary payroll files ensuring required data is provided to support the plan features
- Produce quality work on assigned sales through various quality assurance measures
- Follow established procedures designed to minimize market risks and gain/loss situations
Reginal Sales Assistant (RSA)
Empower
10.2019 - 04.2022
- Responsible for reviewing, researching and resolving fund and fee change requests for potential issues by checking availability of funds on alliance Excel spreadsheet. Working with different teams such as Investment Platform, Plan Changes and the SIM TEAM to ensure the paperwork submitted is in good order and meets compliance standards
- Work on projects presented to the RSA team as point of contact for 5th 3rd plans and sign documents for Relationship Managers and Partner Advocates in a timely manner
- Connect with pricing and other internal teams including platform setup, plan maintenance, products team, plan administration team, DocuSign, Strategic Plan Analyst Team and Fees and Billing to make sure all the documents are up to date and meets compliance standards
- Manually create a plethora of forms including letters of instructions, fee schedules, QDIA forms, put letters, addendum's, term amendments, GW contracts and other documents needed for transactions through several systems for different lines of business (Reprice Tool, Perfect Tracker, Contract Generator, etc.)
- Work alongside Relationship Managers, Client Service Managers and Partner Advocates creating Legal documents for plan level changes until execution of proposed funds line up, and for Plan Re-pricing / Fee changes
- Attend meetings and calls as necessary to ensure understanding of client needs and provide necessary updates to ensure client expectations are met
- Responsible for maintaining accurate books, records and compliance items received in home office for both internal and external Relationship Managers by using Excel and One Note for organization
- Gather and review all required signed documents submitted and coordinate with Core Relationship Managers and Partner Advocates to resolve any potential issues prior to submitting for processing
- Answer emails/ phones
Operations/Fund and Fee Change Specialist
Empower
06.2018 - 10.2019
- Create and submit fee and fund changes in a timely manner for different lines of business (401(k), 401(a), INST, 403(b), etc.)
- Ran participant data extract reports in EASY
- Calculate fund SDIO’s in EASY by converting percentages from available investment options
- Point of Contact for special INST plans/projects such as SunTrust, 5th 3rd, NADA, JPMorgan, MetLife and American Funds
- Manually insert plan changes to the SPA team once reviewed while managing time and productivity with rush tasks/projects from management team
- Make profit center code changes within EASY for plans that needed updates (Custom NAV, Premier Key, etc.)
- Solve complex issues by communicating with the RSA team and researching plans in systems like EASY, Morning Star and Cirrus to ensure escalated corrections took place if needed
- Check plan information to ensure paperwork met compliance standards (Signatures, Contracts and Agreements)
- Submit fund setups for different lines of business to the product team in Cirrus
- Answer emails/ phones
Operations/Fulfillment
Empower
11.2015 - 06.2018
- Create enrollment guides (401(a), 401(k), 403(b), etc.) using a variety of systems (Prism, EASY, EDDS, Merrill, Cirrus)
- Communicate with managers about the status of their enrollment orders
- Answer emails (Outlook)
- Create spread sheets for productivity (Excel)
- Train new team members about creating enrollment guides for different lines of business
- Re-run documents to keep current materials within compliance standards
- Demonstrated strong organizational and time management skills while managing multiple projects.
Credit Specialist
Nordstrom Credit
04.2014 - 04.2015
- Trouble shoot issues and for customers and management
- Keep track and manage all Nordstrom benefits that pertain to customers Nordstrom Account such as Experience Packages, Nordstrom Notes, Alterations and Triple Point Days
- Connect with Nordstrom stores about new arriving merchandise
- Help investigating/Fraud team with fraudulent activity on customers credit accounts as well as the store by filing lost/stolen reports
- Help pilot new and incoming software for Nordstrom before it is available to the public
- Fax and mail documentations from customers to support the services team for review on personal accounts
- Help manage corporate cards and activity associates with the management team
- Process delinquency reports for the Account Services team on customers who fall behind on their monthly payments
Education
Bachelor of Arts Degree - Mass Media Arts
Clark Atlanta University
Atlanta, GA05.2010
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Analytical thinking
- Strategic planning
- Issue resolution
- Time management
- Work Planning and Prioritization
- Quality assurance
Timeline
Payroll Conversion Consultant
Empower
04.2022 - Current
Reginal Sales Assistant (RSA)
Empower
10.2019 - 04.2022
Operations/Fund and Fee Change Specialist
Empower
06.2018 - 10.2019
Operations/Fulfillment
Empower
11.2015 - 06.2018
Credit Specialist
Nordstrom Credit
04.2014 - 04.2015
Bachelor of Arts Degree - Mass Media Arts
Clark Atlanta University
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