Conversion Services Processor (Veritude Services)
Served as the Emerging Corporate Market Conversion Services Analyst and Processor, focused on creating seamless and accurate conversions of new clients' participant data from prior record keepers.Assisted the Data Conversion Consultants with researching and correcting participant data errors to ensure aggressive deadlines and updating of client records were met before the closing bell of the NYSE Created reports for the clients, Data Conversion Consultants, and management to ensure accuracy of new participant records pending final client approvalGenerated deconversion strategy documents for departing clients from Fidelity, and coordinated final participant records with the new record keepersWorked closely with clients, Relationship Managers, Project Managers, Implementation Managers, Data Conversion Consultants, prior record keepers and prior trustees to ensure an effective transition for new plans and liquidation of departing plans