Crystal Matheson Email & Phone Number

Phoenix, Arizona Area

Broadridge Company• Build and maintain strong relationships with one of our top AUM Third Party Administrator.• Cross train other team members on complex systems and web-based applications. Provide support and back up to them.• Tested updates made to a proprietary system and provided feedback that resulted in updates to the system.• Based on client directives process many activities, including stock transfer in kind’s, journal of funds between plans, 1099R tax corrections and many more.• Worked with the technology team to automate a report that post to our client facing website. • Suggested and implemented updates to processes cutting down on processing time by 40%.• Main contact for clients regarding establishment and maintaince on self directed brokerage accounts within a retirement plan. Work directly with brokers to set up and maintain these accounts. • Provide a premium level of service to clients and business partners by researching and responding to their needs in a timely and professional manner.• Partner with the conversion team when a new plan comes over that has self directed brokerage accounts, to re-register them to Matrix Trust.

Phoenix, Arizona Area

Series 7 licensed • Assisted field representatives and their assistants with establishment and maintenance of brokerage and direct held accounts resulting in successful resolution. • Assisted field representatives with successfully submitting Variable Annuity Orders, electronically. • Worked on projects handling moderately complex problems. • Trained field representatives and their assistants with using the unified account opening tool on Streetscape.

Scottsdale Az

• Provided superior customer service in a highly responsible and confidential manner resulting in successful resolutions for investors and the company. • Interpreted and responded to investor and broker inquiries received over the phone or in writing related to the establishment and maintenance of investor records. • Researched and ensured resolution of non-routine and unclear inquiries by utilizing internal/ external resources while following all regulatory requirements.• Subject matter expert in retirement plans, demonstrating an in-depth knowledge of guidelines, procedures, regulations and business systems. • Created, facilitated and took meeting minutes for team meetings to ensure associates were up to date on policy changes. • Recognized inconsistencies and submitted process improvement ideas resulting in system updates which were implemented across 3,000 associates. • Consistently exceeded department expectations for quality and productivity resulting in a promotion to current role.Served on the Phoenix activities committee for American Funds • Coordinated community service drive• Team captain for Make a Wish walk• Participated in Junior Achievement Day• Plan local events for the associates

• Demonstrated multi-tasking abilities by scheduling and inspecting repair work of many tradesmen while tracking 200 homes in warranty process at an active community along with 400 other homes in various close-out communities. • Interacted with clients and utilized excellent organizational skills to efficiently complete warranty work while complying with the Federal Trade Commission guidelines. • Demonstrated exceptional problem-solving abilities during intense circumstances. • Maintained professional working relationships with all members of the community team.

Bachelor Of Applied Sciences, Business Management

Associates Degree, Fashion Merchandising