Emma Wilkerson
Krum,TX
Summary
I am an organized, hardworking, and detail-oriented individual who has developed reputable and dependable skills on retirement plan guidance and understanding the functionality of retirement plan administration.
Overview
2
2
years of professional experience
Work History
Financial Associate II- Multi Product
Fidelity Investments, Participant Services
08.2023 - Current
- Leveraged financial software and analytical tools to streamline pension retirement calculations and to improve customer experience on their retirement payments.
- Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.
- Administered account distributions and rollovers and guided our participants through the proper understanding and guidelines for plan to plan transfers.
Defined Contributions Associate
Fidelity Investments, Participant Services
01.2023 - 08.2023
- Ranked top two of my 401k defined contributions training class members.
- Was one of the two members of my team chosen to be upskilled directly out of training to be apart of the FIIS (Fidelity Investments Institutional Services) team.
- Helped connect our participants with complex plan rules and aided them in molding their needs based on employer guidelines.
- Connected participants to plan administrators and company contacts to help attain their desired goals.
Customer Relationship Advocate
Fidelity Investments
06.2022 - 01.2023
- Took over 45 inbound calls a day with also attaining my SIE licensing certification.
- Assisted Fidelity Personal investing clients with account wire, EFT, and rollover transfers.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
Education
BBA - Business Management
Stephen F Austin State University
Nacogdoches, TX05.2022
Skills
- Customer rapport
- Account Management
- Process Streamlining
- Payments Processing
- SIE Exam Certification
Timeline
Financial Associate II- Multi Product
Fidelity Investments, Participant Services
08.2023 - Current
Defined Contributions Associate
Fidelity Investments, Participant Services
01.2023 - 08.2023
Customer Relationship Advocate
Fidelity Investments
06.2022 - 01.2023
BBA - Business Management
Stephen F Austin State University
Similar Profiles
William (Chase) KnudsenWilliam (Chase) Knudsen
Financial Customer Associate at Fidelity Investments, Participant ServicesFinancial Customer Associate at Fidelity Investments, Participant Services
Olivia RosaOlivia Rosa
Financial Customer Associate at Fidelity Investments, Participant ServicesFinancial Customer Associate at Fidelity Investments, Participant Services
Allen VargasonAllen Vargason
Customer Service Representative at Fidelity Investments, Participant ServicesCustomer Service Representative at Fidelity Investments, Participant Services