Chelsey Williams
Dallas,TX
Summary
Dedicated to offering exceptional assistance to team members and clients. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
8
8
years of professional experience
Work History
Financial Services Associate
Fidelity Investments
12.2022 - Current
- Assist 401k plan participants process withdrawals, transfer funds, or find resources based on their plan and IRS guidelines
- Collaborate with financial advisors, brokers, etc
- To properly assist participants
- Takes steps to keep participants' accounts safe and secure by verifying all indicative data on profiles, listening for age and gender matches, and proactively collaborating with the 'At-Risk' team when accounts are suspected of fraud.
Compliance Analyst
Fidelity Investments
06.2022 - Current
- Provide support to 401k plan sponsors by ensuring all necessary data is accurate and complete for annual and quarterly Non-Discrimination Testing
- Troubleshoot and resolve document upload failures for clients to ensure their plans are accurately updated and compliant with regulations
- Verbally guide clients through questionnaires and assist with correcting errors, ensuring the proper data is provided to meet compliance requirements
- Correspond with sponsors via phone or chat to address their needs, provide support and answer any questions related to their 401k plans
Receptionist/Vehicle Porter
BMW of Honolulu
01.2022 - 07.2022
- Efficiently managed customer check-ins by printing necessary warranty documents via Dealertrack, accurately collecting required information and signatures while maintaining a high level of attention to detail
- Proficiently scheduled appointments and recorded updates using scheduling software like XTime, while ensuring the timely communication of relevant information to customers and service advisors
- Effectively served as a liaison between customers and service advisors, facilitating open communication and timely resolution of any concerns or issues
- Conducted thorough inspections of BMW loaner vehicles upon return, carefully noting gas level, mileage, and any damages to ensure timely and accurate billing and repairs.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Teller I
American Savings Bank
09.2021 - 01.2022
- Provided account services to customers, including receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, while ensuring compliance with applicable banking laws and regulations
- Contributed to branch profitability by following established policies and procedures and achieving sales goals, actively seeking opportunities to cross-sell additional products and services to customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
Assistant Store Manager
Ross Stores, Inc
06.2016 - 07.2021
- Managed a high-volume store with $10M in annual sales, consistently meeting or exceeding performance metrics for sales, customer satisfaction, and profitability
- Led a team of 40+ employees, providing ongoing training, coaching, and development to ensure exceptional customer service and sales performance
- Improved store sales by implementing effective merchandising strategies and optimizing floor layouts.
- Collaborated with district and regional managers to develop and execute sales and marketing strategies, resulting in increased customer loyalty and improved sales
- Analyzed sales data and market trends to identify opportunities for growth, recommending changes to inventory and pricing strategies that improve store performance to corporate leaders.
Emergency Dispatcher
Gretna Police Dept
12.2019 - 05.2020
- Monitors emergency and non-emergency Police, Fire, and EMS activity, two fire districts and one EMS district, documenting all activity in the Global CAD system with alpha and numeric data
- Input data for warrants, hits and requests, missing persons, stolen vehicles/articles, securities, probation and parole responses, and teletypes into ARMMS/NCIC databases
- Supported communications center operations with filing, typing, copying, scanning and maintaining updated files and reports.
Education
High School Diploma -
West Jefferson High School
Harvey, LA05.2016
Skills
- Recordkeeping
- Customer service
- Scheduling
- Payroll processing
- Record keeping
- Management
- Spreadsheets
- Word processing
- Administrative duties
- Compliance Understanding
Timeline
Financial Services Associate
Fidelity Investments
12.2022 - Current
Compliance Analyst
Fidelity Investments
06.2022 - Current
Receptionist/Vehicle Porter
BMW of Honolulu
01.2022 - 07.2022
Teller I
American Savings Bank
09.2021 - 01.2022
Emergency Dispatcher
Gretna Police Dept
12.2019 - 05.2020
Assistant Store Manager
Ross Stores, Inc
06.2016 - 07.2021
High School Diploma -
West Jefferson High School
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