Poornima Ashok
Bengaluru
Summary
Specialist in U.S. Retirement Services 401(k) division with expertise in client onboarding and platform integration. Collaborates with Investment Advisors to analyze client data, resolve issues, and enhance operational efficiency. Proven track record in meeting turnaround times and service level agreements while optimizing processes. Committed to delivering exceptional client experiences through effective teamwork and problem-solving.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Specialist
Empower
Bengaluru
09.2023 - 07.2025
- Facilitated smooth onboarding of new clients onto Empower platform, ensuring efficient completion of all necessary steps.
- Addressed gaps identified during initial setup, informing IAs for effective client communication.
- Resolved client issues promptly through email, maintaining high levels of satisfaction.
- Supported new team members by clarifying doubts and enhancing process understanding.
- Created and maintained internal daily reports to track team performance and workflow efficiency.
Associate Specialist
Empower
Bengaluru
08.2022 - 09.2023
- Examine the information provided by IAs, process requests accurately, and complete them within the designated TAT or SLA.
- Handle team queries, monitor the team mailbox, and manage rush or critical requests, providing assistance as needed to ensure team success.
Education
12th -
Amrita Vidyalayam
Calicut, Kerala01.2019
10th Std -
Amrita Vidyalayam
Calicut, Kerala01.2017
BBA - Logistics Management
Amrita Vishwa Vidyapeetham
Skills
- Quick learner
- Time management
- Team collaboration
- Leadership skills
- Customer service excellence
- Adaptability
- Effective communication
- Problem solving
Certification
- Awarded a gold medal for securing first rank during undergraduate studies
- Recognized as 'Quality Champion' for achieving 100% processing accuracy, the first in the team to reach this milestone
- Facilitated training and calibration sessions for new team members
- Received EMVP awards for outstanding performance and contributions to the company
- Completed an Udemy Microsoft Excel certification course
Languages
English, Hindi, Malayalam, Kannada
Timeline
Specialist
Empower
09.2023 - 07.2025
Associate Specialist
Empower
08.2022 - 09.2023
12th -
Amrita Vidyalayam
10th Std -
Amrita Vidyalayam
BBA - Logistics Management
Amrita Vishwa Vidyapeetham