Karen Conner Email & Phone Number

Charlotte, North Carolina Area

Assist in overall relationship management of existing clients including on-boarding, contact administration, monitoring plans, participant uploads and unfunded automatic rollovers.

Charlotte, North Carolina Area

• Updated client files including address, phone numbers, and name changes.
• Scanned and properly distributed all returned mail including statements, 1099R, and W2.
• Completed transfers of assets.
• Responsible for sending distribution checks.
• Utilized IRS software, Melissadata, LexisNexis, Metronet, and the Internet to research address information.
• Validated/updated, when applicable, information in proprietary client database.

Rock Hill, South Carolina

• QuickBooks
• Answered incoming calls.
• Maintained personnel, vendor, and customer files.
• Organized forms, made photocopies, and filed to existing records.
• Completed daily and weekly reports using Excel spreadsheets.
• Added new material to file records and created new records.

Charlotte, North Carolina Area

• Updated client files including address, phone numbers, and name changes.
• Scanned and properly distributed all returned mail including statements, 1099R, and W2.
• Completed transfers of assets.
• Responsible for sending distribution checks.
• Utilized IRS software, Melissadata, LexisNexis, Metronet, and the Internet to research address information.
• Validated/updated, when applicable, information in proprietary client database.

Killeen/Temple, Texas Area

• Answered and managed incoming and outgoing calls while recording accurate messages.
• Opened and properly distributed incoming mail.
• Received and processed rent payments.
• Maintained a clean reception area.
• Greeted and screened all visitors and directed them to the appropriate destination.

Greensboro/Winston-Salem, North Carolina Area

• Maintained necessary level of communication between shifts.
• Responsible for achieving production requirements.
• Ensured that all health and safety guidelines were followed.
• Responsible for quality control and timely production of all products.
• Prepared and maintained production reports and personnel records.
• Entered numerical data into databases in a timely and accurate manner.