Tracy Benson
Aurora,CO
Summary
Results-driven Senior Client Service Associate known for high productivity and efficient task completion. Possess specialized skills in client relationship management, problem-solving, and regulatory compliance which ensure excellence in service delivery. Excel in communication, teamwork, and adaptability, enabling successful engagement with clients and colleagues to achieve mutual goals.
Overview
14
14
years of professional experience
Work History
Senior Client Service Associate
Paychex Inc
Rochester, NY
01.2011 - 04.2025
- Processed all incoming and outgoing money transactions, including payroll contributions and exchanges, related to 401K plans and mutual funds.
- Settled daily trades and investigated discrepancies to ensure balanced transactions.
- Assisted customer service during high call volumes and resolved complex customer inquiries beyond the knowledge portal.
Education
High School Diploma -
Tripoli High School
Tripoli, IA06-1981
Skills
- Transaction processing
- Regulatory compliance
- Trade settlement
- Financial reporting
- Payroll administration
- Customer service
- Data analysis
- Team collaboration
- Attention to detail
- Mutual funds understanding
- Mutual funds
- Data analysis capabilities
Additional skills
- Data entry
- Quickbooks
- banking - including processing ACH transactions
Timeline
Senior Client Service Associate
Paychex Inc
01.2011 - 04.2025
High School Diploma -
Tripoli High School
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