Robert Harris Financial Analyst
Dallas,TX
Summary
- Managed and executed the successful transfer of a $1B retirement plan, ensuring 100% accuracy and seamless transition for all participants.
- Oversaw multi-million-dollar client plans, handling daily transactions and account management for over 10,000 individuals, maintaining flawless compliance with regulatory and internal standards.
- Delivered 100% transaction accuracy across high-volume financial accounts, mitigating risk and ensuring audit readiness.
- Developed and documented workflow improvements for large-scale plan administration, increasing efficiency and reducing risk of errors.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Fidelity Investments
05.2025 - Current
- Lead the data and asset conversion processes for defined contribution (401k) plans, ensuring all participant and financial data transitions seamlessly onto Fidelity's platform.
- Collaborate with internal teams (IT, operations, product, compliance) and external stakeholders (clients, record keepers) to interpret data requirements and convert them into technical specifications.
- Coordinate timeline management, deliverables, and dependencies across multiple conversion projects, balancing competing priorities and ensuring deadlines are met.
- Perform data reconciliation, variance analysis, and root-cause investigations; identify discrepancies, propose corrective actions, and ensure data integrity.
- Proactively review and refine internal processes and workflows to increase efficiency, reduce risk, and enhance conversion practices.
- Coordinate and execute plans transitioning out of Fidelity, overseeing data extraction, reconciliation, and secure transfer of assets and participant records to successor recordkeepers.
- Manage and implement complex plan events including investment lineup changes, fund replacements, corporate mergers, and plan consolidations, ensuring operational readiness and regulatory compliance.
- Serve as a primary point of contact for clients, consultants, and plan sponsors, providing timely updates, resolving issues, and ensuring a smooth client experience.
Senior Client Services Associate
Fidelity Investments
09.2024 - 05.2025
- Assist participants in understanding their defined benefit pension plans, including eligibility, benefit calculations, and payout options.
- Respond to customer inquiries via phone, email, and chat, providing accurate and timely information regarding their pension benefits.
- Guide participants through the retirement decision-making process, ensuring compliance with plan rules and regulations.
- Collaborate with internal teams to resolve customer issues, process transactions, and ensure smooth pension plan operations.
- Communicate and handle back-office work items in a timely manner to provide solutions to the customer.
- Handle between 35-50 inbound calls per day.
- Adhere to company compliance policies and regulatory requirements to ensure service excellence and legal adherence.
Client Relationship Specialist –Financial Services
Fidelity Investments
07.2023 - 09.2024
- Proactively engage with 401(k) clients to understand their financial goals and needs.
- Handle 50 to 70 inbound calls on a daily basis.
- Lead by example in delivering outstanding customer service, setting high standards for the team.
- Mentor and support junior associates, fostering a collaborative and positive work environment.
- Serve as a resource for complex client inquiries, showcasing leadership in problem-solving, and issue resolution.
- Manage a portfolio of 401(k) accounts, ensuring compliance with industry regulations and Fidelity's internal policies.
- Collaborate with internal departments such as investment management, legal, and compliance, to ensure seamless service delivery.
- Act as a liaison between clients and Fidelity's internal teams, facilitating effective communication and issue resolution.
- Participate in cross-functional projects to improve processes and enhance the overall customer experience.
- Stay abreast of industry trends, regulatory changes, and Fidelity's product updates.
- Take the initiative to enhance personal knowledge and skills, promoting a culture of continuous learning within the team.
Wealth Management Associate
Fidelity Investments
08.2022 - 07.2023
- Providing guidance and support to customers on how to use the company's products and services.
- Assisting customers with account management, including opening and closing accounts, transferring funds, and updating personal information.
- Resolving customer complaints and disputes in a timely and professional manner.
- Keeping accurate and up-to-date records of customer interactions and transactions.
- Staying up-to-date with company policies, procedures, and investment products and services.
- Building and maintaining strong customer relationships by providing excellent customer service.
- Provide support and gains client trust through 20-30+ inbound calls daily.
Project Manager
Service 247
02.2021 - 08.2022
- Oversee the planning, implementation, and tracking of multiple projects, ensuring deadlines are met, and standard of quality is upheld.
- Manage the resources required for each project, including manpower, equipment, and materials.
- Ensure that resources, including budget, are allocated efficiently and effectively.
- Oversee the day-to-day operations of the warehouse, including inventory management, material handling, and shipping and receiving.
- Ensure that the warehouse is properly organized, equipped, and staffed to support the company's projects.
- Ensure that all projects and warehouse operations comply with all relevant safety regulations and industry standards.
- Develop and implement policies and procedures to maintain a safe and healthy working environment.
- Maintain positive relationships with clients, ensuring that their needs and expectations are met.
- Respond promptly and effectively to any customer inquiries or concerns.
- Lead and motivate a team of project coordinators, warehouse personnel, and other staff, providing guidance and support to help them reach their full potential.
- Oversaw 25+ high-value residential projects, each with more than $1M in home and contents value, driving them to on‑time and on‑budget delivery.
Construction Account Manager
Coalition Restoration
01.2020 - 02.2021
- Identify and build relationships with potential customers by using various methods such as cold calling, emails, door-to-door canvassing, and attending industry events.
- Assessing customers' roofing needs, discussing their requirements, and providing them with appropriate solutions.
- Presenting product and service options to customers in a clear and persuasive manner.
- Providing customers with quotes and proposals, negotiating terms and prices as needed.
- Building and maintaining a knowledge base of the company's products, services, and policies.
- Ensuring customer satisfaction by responding to inquiries, providing follow-up services, and addressing any concerns.
- Achieving sales targets and quotas set by the company, grossing $150,000 dollars in sales within tenure.
- Keeping accurate records of customer interactions and sales activities.
Hospitality Experience Coordinator
Great Wolf Lodge
05.2018 - 01.2020
- Assisted guests with special requests, including arranging dining reservations, transportation, and local activities, ensuring a personalized guest experience.
- Coordinated with housekeeping and other hotel departments to ensure timely room readiness and guest satisfaction.
- Provided detailed information about resort services, amenities, and local attractions to enhance the guest experience.
- Monitored and reported guest feedback to management, proactively addressing concerns to maintain high service standards.
- Facilitated check-in and check-out processes efficiently, ensuring a seamless guest experience.
- Managed luggage handling and storage with attention to safety, security, and professionalism.
- Supported VIP guests with tailored services, ensuring luxury-level care and attention to detail.
Education
High School Diploma -
Edward S. Marcus High School
Flower Mound, TX06-2015
Skills
- Microsoft Excel
- Salesforce
- Tableau
- Microsoft Powerpoint
- Power BI
- Microsoft Office
- Pivot Tables
- Macros
- CRM
- SQL
- Workday
Websites
Timeline
Financial Analyst
Fidelity Investments
05.2025 - Current
Senior Client Services Associate
Fidelity Investments
09.2024 - 05.2025
Client Relationship Specialist –Financial Services
Fidelity Investments
07.2023 - 09.2024
Wealth Management Associate
Fidelity Investments
08.2022 - 07.2023
Project Manager
Service 247
02.2021 - 08.2022
Construction Account Manager
Coalition Restoration
01.2020 - 02.2021
Hospitality Experience Coordinator
Great Wolf Lodge
05.2018 - 01.2020
High School Diploma -
Edward S. Marcus High School