Nikita Graham
Beltsville,MD
Summary
Nikita is an accomplished and result-driven professional with background in Financial Retirement providing strategic guidance and solutions. Known for strong problem-solving skills, decision-making abilities, and effective communication. Demonstrated history of guiding clients on optimizing business processes and improving overall performance. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Advisor Success Associate
Aspire Financial Services, LLC
Tampa, FL (Remote)
05.2024 - Current
- Supported advisors with client account opening and account maintenance.
- Regularly provide up to date information on investment options available within a plan.
- Maintained accurate records of all client transactions in accordance with company policy and regulatory requirements.
- Prepared statement and extract report when advisors meeting with client.
- Worked side by side with advisors to carry out any distribution on a client account.
- Submitted paperwork via fax or email and proofread all incoming forms.
- Conducted research within salesforce to identify question behind the question.
Participant Services Representative
PCS Retirement/ Aspire Financial Services
Tampa, FL
02.2024 - Current
- Answered incoming calls.
- Provided customer service to participants and their families in a timely manner.
- Built relationships with participants through positive attitude and communication.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Resolved any issues or complaints from participants in a professional manner.
- Collaborated with colleagues to ensure smooth operations at all times
401K Service Representative
Performance Dynamics LLC
Colorado Springs, CO (Remote)
11.2022 - 09.2023
- Answered inbound calls from retirement account holders.
- Answered questions regarding account enrollment, balance inquiries and plan benefits.
- Updated accounts with recent information and processed customer payments on loans payoff.
- Reviewed transaction requests on withdrawal to verified that request is in good order.
- Asked probing questions to determine service needs.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Coordinated with other departments to ensure transactions from different groups take place.
Consultant
FedEx Office
Laurel, MD
06.2021 - 11.2022
- Maintained positive working relationship with fellow staff and management.
- Provided first class customer service liaising with client.
- Identified needs of customers promptly and efficiently.
- Reviewed clients documents/orders for missing information as needed.
- Developed strategy to achieve the required goals.
- Updated and maintained clients records.
Customer Sales Associate
Dillard's
Houston, TX
10.2017 - 11.2019
- Recommended, select and help to locate or obtained merchandise based on customer needs.
- Opened new accounts and pursued sales by sharing price, credit terms, sales contracts, rewards and installation schedules.
- Meet and exceed monthly sale goals.
- Promoted clean, safe, friendly work environment for employees and guests.
- Identified needs of customers promptly and efficiently.
- Answered questions about current promotions and resolved issues according to store policies.
- Promoted products and brand through interactions with retailers.
Office Clerk
A'Gs Accounting (Lucea, Jamaica)
09.2010 - 07.2016
- Delivered messages and ran errands.
- Opened, sorted and routed incoming mail and prepared outgoing mail.
- Organized and scheduled meetings and appointments for management.
- Scanned documents into computer system for storage purposes.
- Troubleshot office equipment, computer hardware and software issues.
- Monitored office supplies inventory and placed orders when necessary.
- Answered phone calls in a professional manner and transferred calls accordingly.
Education
Some College (No Degree) - Business Administration and Management (n/a)
Montego Bay Community College
Montego Bay, Jamaica Skills
- Active listening
- Research
- Problem-solving
- Solution-oriented approach
- Time management
- Cross-functional coordination
- Curriculum requirements
- Analytical thinking
- Empathy and understanding
- Data interpretation
Certification
- Administrative Assistant.
- Medical Front Office Assistant and Administrative Specialist.
- Certified Community Health Worker.
Timeline
Advisor Success Associate
Aspire Financial Services, LLC
05.2024 - Current
Participant Services Representative
PCS Retirement/ Aspire Financial Services
02.2024 - Current
401K Service Representative
Performance Dynamics LLC
11.2022 - 09.2023
Consultant
FedEx Office
06.2021 - 11.2022
Customer Sales Associate
Dillard's
10.2017 - 11.2019
Office Clerk
A'Gs Accounting (Lucea, Jamaica)
09.2010 - 07.2016
Some College (No Degree) - Business Administration and Management (n/a)
Montego Bay Community College
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