Aja Daniels Email & Phone Number

Durham, North Carolina, United States

Managing projects that convert Fidelity 401(k) new sales into clientsIdentifying service integration issues and developing solutions and alternatives before they can adversely impact the projectPresenting project status and deliverables to internal and external partners so that all stakeholders are aware of progress and their role in moving the project forwardNegotiating with business partners to determine satisfactory solutions when conflicts arise between client needs and organization capabilitiesIdentifying potential risk items in the conversion process and raising those items appropriately, so that the risk can be mitigated

Durham, North Carolina, United States

•Provide exceptional customer service while addressing the HR and payroll inquiries of Fidelity employees, managers, and HR partners at all levels of the company•Resolve on average 445 questions a month across multiple channels such as phone, chat, casework, and email•Recognize and offer suggestions on opportunities to improve our educational tools and resources for employees•Facilitated the onboarding of 1-2 HR Service training classes a quarter since Q42021- Continue to update the material to stay current with HR policies/procedures and solicit feedback on ways to improve the training program

Durham, Nc

•Empower customers to accomplish their financial goals by helping them with transactions, leveraging the web to self-service, educating, and answering questions•Provide excellent customer service and advocate for customers by researching obstacles and helping to find resolutions•Utilize a consultative service model to build and enhance relationships with retirement plan participants•Identify opportunities within a retirement plan and present value through the services we offer to further strengthen the company's brand•Serve as a peer lead for new hire training classes- support their development by educating them on available resources and providing coaching. Create action plans and follow up with the associate to monitor their progress

Research Triangle Park, Nc

•Assisted with the Corporate and Mid-level Talent Review by preparing & entering data for succession planning, employee profiles, and 5 year career paths•Organized feedback from Live 360° Assessments •Provided assistance for confidential administrative work •Researched topics such as leadership qualities, executive education programs, and best practices for skip level meetings

TIG Global is an interactive marketing company for the hospitality industry. My responsibilities included assisting the Client Services team with preparing reports, presentations, creating email-marketing campaigns, adding/updating content to the hotel websites, and any other client requests.

Objective was to provide excellent customer service by: Greeting residents in an inviting manner, accurately taking orders, promptly serving food, and maintaining a clean dining environment.