Lizzeth M. Email & Phone Number

Washington, Dc, Us

Lexington Park, Md, Us

San Francisco, California, Us

San Francisco, California, Us

Main point of contact for clients, responsible for helping them establish technical integrations with 100+ payroll providersDevelops an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness Uses problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, Human Interest, and the payroll partnerAccurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management Assist in drafting procedures detailing the flow of payroll-related information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions Independently guide clients through data analysis and assist with their data transmission efforts Communicate professionally to both internal and external clients while focusing on needs-driven solutions Identify areas for process improvement and assist in leading projects which may broadly impact our business

Baltimore, Maryland, Us

- Primary transaction specialist for multiple key clients such as IHG, Tenneco and Icahn automotive. Coordinates with internal and external business partners to reconcile, resolve complex contribution and reconciliation processes while ensuring deadlines are met.- Proactively identifying opportunities to improve client relationships by uncovering product or service needs then offering solutions.- Analyze and reconcile various clients' payroll files varying in value up to 3 million+ for posting to plan participants' retirement accounts.- Establish and maintain good rapport with all assigned clients and plan relationships.

Baltimore, Maryland, Us

Primary transaction specialist for multiple key clients such as IHG, Tenneco and Icahn automotive. Coordinates with internal and external business partners to reconcile, resolve complex contribution and reconciliation processes while ensuring deadlines are met.- Proactively identifying opportunities to improve client relationships by uncovering product or service needs then offering solutions.- Analyze and reconcile various clients' payroll files varying in value up to 3 million+ for posting to plan participants' retirement accounts.- Establish and maintain good rapport with all assigned clients and plan relationships.

Baltimore, Maryland, Us

- Manage a variety of client requests in order to perform account maintenance tasks for individuals, trusts, and business units.- Execute purchases, redemptions, and exchanges in mutual fund accounts- Resolve issues in a friendly and professional manner by calling clients while conforming to legal regulations and FINRA guidelines.- Meet with assigned managers on a weekly and monthly basis to develop effective business processes.

Baltimore, Maryland, Us

- Manage a variety of client requests in order to perform account maintenance tasks for individuals, trusts, and business units.- Execute purchases, redemptions, and exchanges in mutual fund accounts- Resolve issues in a friendly and professional manner by calling clients while conforming to legal regulations and FINRA guidelines.- Meet with assigned managers on a weekly and monthly basis to develop effective business processes.

Philadelphia, Pennsylvania, Us

- Assist in filing immigration forms to the United States Citizenship and Immigration Services (USCIS)- Create business documents such as cover letters, demand letters and contracts. - Facilitate in e-filing necessary documents. - Composed and revised legal documents for attorneys, including letters, dispositions, and court filings.- Answered direct attorney phone lines and acted as liaison between clients and attorneys.- Ensured legal documents were processed and handled in a timely and efficient manner in order to comply with appropriate regulations and deadlines.

Tampa, Fl, Us

- Facilitated in event planning for fundraisers.- Facilitated in creating content for social media posts and blogs in both English and Spanish.- Created and edited print ads for events in Adobe.

Tampa, Fl, Us

-Educational Enrichment Summer Associate with Public Trust ClearanceReview Summer Camp activities for Metropolitan Ministries program, policies, partners, and summer schedule.-Learn about STEM and literacy goals, concepts, and objectives.-Work with relevant staff to pick from identified potential lesson plans from available resources.-Confirm schedule for lesson plans with Associate Director of School Age Programs, tying together lesson plans and field experiences.-Set up all logistical elements needed to facilitate lessons, including volunteers or other resources. -Facilitate 10 lessons according to schedule to 75 children.

Clearwater, Florida, Us

- Assisted the HPE Partner enablement team by creating a standardized marketing process in deal registrations. - Created a standardized process for direct marketing follow up in pipeline tracking. - Facilitated in planning SalesEDGE day by creating detailed outlines of pre event, during the event and post event partner relationship management and follow up. - Created guidelines for prospecting and promoting partner relationships.- Created a demo process outline and marketing plan execution by creating a detained outline of the demo process and a marketing plan execution word document.

Charlotte, Nc, Us

Relationship managers are the face of Bank of America, bringing products and services to life for all of the clients. Focused the majority of my time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of the team, I had access to industry leading solutions and a team of dedicated product specialists all designed to meet the unique life priorities of clients things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events.

Charlotte, Nc, Us

Anticipating needs of the customer and responding to the requests. Referring customers to team members for best results or sales. Looking for the best ways to optimize sales opportunities to new and existing customers or clients. Assessing alien needs by providing solutions, recommendations and building customer relationships. Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth. Accountable for cash and credit transactions at the register. Accurately handle money back to customers. Verifying orders are correct and set amount of inventory needed. Verifying ATM is accurately counted, and has the currency needed for the week.

Bachelor Of Science (B.S.), Marketing And International Business

Associate Of Science - As, Business Administration And Management, General