Tiffany Bennett

Account Transfers: Processed ACAT and non‑ACAT transfers, ensured accuracy of documentation, and coordinated with internal teams and custodians to complete requests efficiently.

• New Accounts: Opened and set up new client accounts, ensuring compliance with firm and regulatory requirements while delivering a smooth onboarding experience.
• Beneficiaries: Added and updated beneficiary designations, verified required forms, and maintained accuracy of client profile information.
• Move Money: Processed money movement requests including ACH, wires, internal transfers, and distributions with strong attention to security and verification protocols.
• Direct Business / Rep Maintenance: Managed direct business submissions, updated representative information, processed maintenance requests, and ensured accurate recordkeeping across systems.

General Invoicing Responsibilities

Help Desk / System Support

• Managed incoming support requests through phone, email, and ticketing systems.
• Performed basic troubleshooting for network connectivity, application errors, and device performance.
• Escalated advanced issues to specialized teams while maintaining ownership of communication with the client.
• Invoicing. – New repair accounts
• Uploading Vendors

• Processed and generated accurate customer invoices in accordance with company policies and service agreements.
• Managed invoice reconciliation, ensuring billing accuracy and resolving discrepancies promptly.
• Maintained detailed records of billing activities, payments, and outstanding balances.
• Collaborated with internal teams to verify billable work, pricing, and contract terms.
• Ensured timely delivery of invoices and supported month-end closing activities.

Supervised daily operations and led team members to ensure efficient workflow and excellent service delivery.

• Trained, coached, and supported staff to improve performance, productivity, and adherence to company standards.
• Managed scheduling, shift assignments, and task delegation to maintain full operational coverage.
• Monitored performance metrics, resolved issues in real time, and ensured compliance with safety and company policies.
• Assisted with onboarding new employees and provided continuous development feedback.
• Handled escalated customer concerns, ensuring prompt and professional resolution.
• Oversaw cash handling, reconciliation, and end-of-shift reporting.
• Maintained a clean, organized, and safe work environment while reinforcing company procedures.

Telecommunications Services

• Provided frontline customer and dealer support by troubleshooting customer equipment and resolving technical issues effectively.
• Processed customer payments accurately and efficiently while maintaining strong attention to detail.
• Set up new customer accounts and handled account closures, ensuring smooth transitions and compliance with company procedures.
• Delivered IT technical support to customers and dealers, assisting with connectivity, device functionality, and service‑related issues.
• Served as a key point of contact for the Dealer Support Group, helping resolve escalated concerns and ensuring high service satisfaction.
• Supported daily operations and contributed to a positive customer experience through clear communication and problem‑solving abilities.