ESSENCE WILLIAMS
Summary
Dynamic operations professional with extensive expertise in process optimization, project management, and data analysis. Recognized for enhancing productivity and efficiency through effective leadership and communication skills. Proven ability to drive team success and meet organizational objectives while ensuring compliance and managing stakeholder relationships.
Overview
8
8
years of professional experience
Work History
Data Compliance Specialist
NerdWallet
06.2025 - Current
- Conducted sitewide audits, content reviews, and quality assurance testing to verify compliance with regulatory standards, enhancing organizational accountability.
- Identified and implemented process improvements to enhance partner-specific workflows and drive performance outcomes.
- Owned end-to-end partner success, serving as a primary liaison to ensure satisfaction, retention, and alignment with organizational goals.
- Developed and maintained documentation, including reports, process guides, and standard operating procedures (SOPs), ensuring operational consistency and clarity for stakeholders.
- Collaborated with cross-functional teams to address client needs, reinforcing alignment with company mission and values.
- Prioritized and managed multiple incoming requests to ensure timely execution and meet stakeholder needs in a fast-paced environment.
Client Service Associate
JP MORGAN CHASE
08.2023 - Current
- Acted as primary contact for senior executives, analyzing and resolving complex client issues.
- Collaborated with internal stakeholders to enhance service delivery and implement operational improvements that directly addressed client needs.
- Managed and maintained client data within internal systems, ensuring compliance with regulatory and risk management standards.
- Streamlined data management processes for compliance tracking, improving operational efficiency across multiple markets.
Data & Operations Lead
MORGAN STANLEY
07.2019 - 07.2023
- Collaborated with IT and data science teams to enhance data integrity through AI-powered analytical platforms, strengthening data governance and compliance alignment.
- Managed and optimized large datasets in Estate Planning Strategies Group for ultra-high-net-worth clients, ensuring data accuracy and supporting regulatory compliance.
- Crafted and delivered data-driven insights to senior leadership and cross-functional teams, utilizing analytics to guide strategic decision-making.
- Conducted in-depth analysis of loss history data, compliance reports, and risk trends, delivering actionable insights to leadership for internal audits.
Product Operations Lead
APPLE
06.2018 - 05.2019
- Established performance metrics that enhanced operational efficiency and aligned team objectives with company goals.
- Identified improvement areas and implemented new processes that enhanced overall company quality and performance.
- Implemented product sales strategies to deliver personalized setup solutions that met customer needs.
- Managed daily interactions with multiple clients to ensure high levels of customer satisfaction.
Education
Bachelor of Liberal Arts -
Duquesne University
Pittsburgh, PASkills
References
References available upon request.
Timeline
Data Compliance Specialist
NerdWallet
06.2025 - Current
Client Service Associate
JP MORGAN CHASE
08.2023 - Current
Data & Operations Lead
MORGAN STANLEY
07.2019 - 07.2023
Product Operations Lead
APPLE
06.2018 - 05.2019
Bachelor of Liberal Arts -
Duquesne University