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Lizzeth M. Email & Phone Number

Looking to assist clients with their 401k financial needs. at Human Interest
Location: Great Mills, Maryland, United States 14 work roles 2 schools
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Current company
Role
Looking to assist clients with their 401k financial needs.
Location
Great Mills, Maryland, United States
Company size

Who is Lizzeth M.? Overview

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Lizzeth M. is listed as Looking to assist clients with their 401k financial needs. at Human Interest, a company with 786 employees, based in Great Mills, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Lizzeth M..

Lizzeth M. previously worked as Fast Track Specialist at Human Interest and Onboarding Connections Specialist at Human Interest. Lizzeth M. holds Bachelor Of Science (B.S.), Marketing And International Business from University Of South Florida.

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Human Interest

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Profile bio

About Lizzeth M.

Experienced Technical Marketing with a demonstrated history of working in the information technology and services industry. Skilled in Microsoft Word, Sales, Communication, Customer Relationship Management (CRM), and Customer Satisfaction. Strong marketing professional, who has a Bachelor of Science (B.S.) focused in marketing and international business from University of South Florida.

Current workplace

Lizzeth M.'s current company

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Human Interest
Human Interest
Looking to assist clients with their 401k financial needs.
Lexington Park, MD, US
Employees
786
AeroLeads page
14 roles

Lizzeth M. work experience

A career timeline built from the work history available for this profile.

Fast Track Specialist

Current

San Francisco, California, US

Nov 2024 - Present

Onboarding Connections Specialist

Current

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.

Jan 2022 - Present

Client Relations Account Representative Senior (Remote)

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.

Apr 2020 - Dec 2021

Client Transactions Specialist

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.

Apr 2019 - Apr 2020

Retail Account Management

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.

Jan 2018 - Apr 2019

Finance Intern

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.

Oct 2017 - Jan 2018

Marketing Retail Sales Associate

Philadelphia, Pennsylvania, US

Aug 2017 - Jan 2018

Legal Assistant

Law Offices Of Martin B. Schwartz

- 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.

Aug 2017 - Jan 2018

Marketing Intern

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.

Aug 2017 - Jan 2018

Americorps Vista

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.

May 2017 - Aug 2017

Marketing And Technical Services Intern

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.

Jan 2017 - May 2017

Relationship Manager

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.

May 2016 - Jan 2017

Client Service Representative

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.

Jun 2013 - May 2016
Team & coworkers

Colleagues at Human Interest

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2 education records

Lizzeth M. education

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

University Of South Florida

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

College Of Southern Maryland
FAQ

Frequently asked questions about Lizzeth M.

Quick answers generated from the profile data available on this page.

What company does Lizzeth M. work for?

Lizzeth M. works for Human Interest.

What is Lizzeth M.'s role at Human Interest?

Lizzeth M. is listed as Looking to assist clients with their 401k financial needs. at Human Interest.

Where is Lizzeth M. based?

Lizzeth M. is based in Great Mills, Maryland, United States while working with Human Interest.

What companies has Lizzeth M. worked for?

Lizzeth M. has worked for Human Interest, T. Rowe Price, Aramark, Law Offices Of Martin B. Schwartz, and Metropolitan Ministries.

Who are Lizzeth M.'s colleagues at Human Interest?

Lizzeth M.'s colleagues at Human Interest include Kimberly Jenkins, Zennen Torres, Brian Tijerino, Lerissa Li, and Dominic Walton.

How can I contact Lizzeth M.?

You can use AeroLeads to view verified contact signals for Lizzeth M. at Human Interest, including work email, phone, and LinkedIn data when available.

What schools did Lizzeth M. attend?

Lizzeth M. holds Bachelor Of Science (B.S.), Marketing And International Business from University Of South Florida.

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