William Roston Wilson
Hamden
Summary
Results-driven Client Relationship Associate with extensive experience at DXC Technology and TransAmerica Bank, specializing in variable and fixed annuities regarding fund account information, withdrawal legal requirements, and processing procedures. Expertise in fraud prevention and advanced Microsoft Excel utilization has significantly improved client trust and operational efficiency. Proven ability to meet and exceed departmental metrics through strong analytical skills and communication. Career ambitions include further enhancing client engagement, and driving organizational success.
Overview
17
17
years of professional experience
Work History
Client Relationship Associate
DXC Technology/TransAmerica Bank
Ashburn
05.2023 - 01.2024
- Responded to inquiries about variable annuities concerning fund account details, withdrawal regulations, and processing protocols.
- Acquired knowledge of TransAmerica products: markets; legal, tax, regulatory issues; and asset allocation, Series 6 and SIE licensed
Customer Service Representative
Teema Inc.
Litchfield Park
12.2021 - 01.2022
- Guided clients on Affordable Connectivity Program eligibility for broadband discounts.
- Facilitated access to Lifeline, a federal program for affordable phone and internet services.
PSE Mail Processing Clerk
United States Postal Service
Wallingford
05.2020 - 01.2021
- Handled diverse clerical tasks related to mail processing and retail operations.
- Sorted and distributed incoming and outgoing mail systematically.
- Expected to perform position duties whether accommodations are needed or not.
Security Officer/State licensed
Allied Universal Security
East Hartford
06.2018 - 10.2019
- Safeguarded assets and upheld regulations on premises.
- Oversaw surveillance cameras from a set location.
- Executed patrols and performed security checks utilizing company-issued phone.
Customer Service Representative, Temporary Role
LQ Digital/Aerotek
Shelton
01.2017 - 03.2017
- Handled inquiries from the United States Armed Forces regarding their insurance policies with USAA Insurance Company.
- Directed qualified candidates to Sales team for additional financial products.
Customer Service Representative, Temporary Role
Fosdick Fulfillment, Randstad
North Haven
06.2016 - 01.2017
- Resolved client inquiries about product orders and delivery options with efficiency.
- Coordinated shipment of requested items upon supervisor approval.
- Addressed intricate client inquiries using extensive product expertise.
Customer Service Representative, Temporary Role
FTD, INC., Randstad
North Haven
02.2014 - 03.2014
- Exceeded assigned sales quota on a weekly basis.
- Assessed monthly statements and addressed discrepancies.
- Resolved customer concerns regarding floral orders using phone and email correspondence.
Operations Analyst I, Temporary Role
RBS Citizens Financial Group/Randstad
North Haven
09.2012 - 01.2013
- Communicated with merchant banks regarding suspicious transactions.
- Consistently met departmental metrics by submitting dispute claims in less than 30 days.
- Analyzed patterns of fraudulent activities, collaborating with team members.
Fraud Specialist II, Temporary Role
Wachovia/Wells Fargo/Mergis Group
Charlotte
03.2010 - 08.2010
- Investigated and assessed account transactions via Visa Real-time Database to identify sub-10k fraudulent activities.
ESS Loss Management Specialist, Temporary Role
Wachovia/Wells Fargo/Mergis Group
Charlotte
07.2009 - 02.2010
- Conducted comparative analysis to assess patterns in legal transactions.
Compliance Analyst-Deposit Account Underwriting, Temporary Role
Wachovia/Wells Fargo/Mergis Group
Charlotte
12.2008 - 04.2009
- Identified events signifying money laundering and terrorist financing.
Risk Management Group-Investigator, Temporary Role
Wachovia/Wells Fargo/Mergis Group
Charlotte
09.2008 - 10.2008
- Investigated account behaviors via Visa Real-time Transaction Database to uncover fraud scenarios under 10k.
- Established valuable contacts to support case processing.
Inbound Consultant
TIAA-CREF
Charlotte
06.2007 - 01.2008
- Obtained Series 6 & 63 licenses and life, accident and health, Variable Insurance Contracts national license
- Delivered financial guidance while handling inbound client inquiries.
Client Relationship Associate, Temporary Role
Vanguard
Charlotte
12.2006 - 05.2007
- Responded to calls requesting information on financial accounts, statutory requirements, procedural methods.
- Demonstrated understanding of Vanguard products, including markets and regulatory issues.
Education
Management Information Systems -
UNC Charlotte
Charlotte, NC01.1999
Industrial Maintenance Technology -
Guilford Technical Community College
Jamestown, NC01.1994
Skills
- Proficient in Microsoft Word and Excel
- Retail Bank Customer Retention
- Visa Real Time Transaction Data Base
- Financial Recovery Strategies
- Personal Banker/checking/savings account
- Fraud Prevention Strategies
- Tax Education for Retirement Accounts
Timeline
Client Relationship Associate
DXC Technology/TransAmerica Bank
05.2023 - 01.2024
Customer Service Representative
Teema Inc.
12.2021 - 01.2022
PSE Mail Processing Clerk
United States Postal Service
05.2020 - 01.2021
Security Officer/State licensed
Allied Universal Security
06.2018 - 10.2019
Customer Service Representative, Temporary Role
LQ Digital/Aerotek
01.2017 - 03.2017
Customer Service Representative, Temporary Role
Fosdick Fulfillment, Randstad
06.2016 - 01.2017
Customer Service Representative, Temporary Role
FTD, INC., Randstad
02.2014 - 03.2014
Operations Analyst I, Temporary Role
RBS Citizens Financial Group/Randstad
09.2012 - 01.2013
Fraud Specialist II, Temporary Role
Wachovia/Wells Fargo/Mergis Group
03.2010 - 08.2010
ESS Loss Management Specialist, Temporary Role
Wachovia/Wells Fargo/Mergis Group
07.2009 - 02.2010
Compliance Analyst-Deposit Account Underwriting, Temporary Role
Wachovia/Wells Fargo/Mergis Group
12.2008 - 04.2009
Risk Management Group-Investigator, Temporary Role
Wachovia/Wells Fargo/Mergis Group
09.2008 - 10.2008
Inbound Consultant
TIAA-CREF
06.2007 - 01.2008
Client Relationship Associate, Temporary Role
Vanguard
12.2006 - 05.2007
Management Information Systems -
UNC Charlotte
Industrial Maintenance Technology -
Guilford Technical Community College
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