KeMari Sligh
Upper Marlboro
Summary
Dynamic Client Service Consultant with a proven track record at Ascensus Retirement Services, enhancing customer satisfaction by 20%. Proficient in Salesforce and account management, I excel in resolving complex inquiries while fostering strong client relationships. My expertise in compliance ensures clients meet regulatory standards effectively. Experienced with managing client relationships and resolving issues. Utilizes effective communication to ensure client satisfaction. Track record of problem-solving in dynamic environments.
Equipped with strong problem-solving abilities, a willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
8
8
years of professional experience
Work History
Client Service Consultant
Ascensus Retirement Services
Upper Marlboro, MD
08.2024 - Current
- Received client calls with inquiries about their 401K Plans
- Managed employers' retirement plans with assets between $100,000- $5,000,000+
- Received 20+ client calls each day with questions about their company's retirement plan
- Managed 30+ cases from clients each day dealing with retirement questions
- Increased customer satisfaction by 20% since joining the team
- Managed emails through Salesforce dealing with clients questions or concerns, giving them updates on their inquires being worked, and confirmation once their issue has been resolved
- Helped clients update their employer retirement plan documents to make sure they are up to date
- Set up meetings with clients to handle more complex questions dealing with their retirement plans
- Greeted clients and assisted them with any questions or concerns dealing with their employer retirement plans
- Averaged 5-7 minute call time with clients assisting them with their questions
- Collaborated with internal company teams to make sure the clients issues were resolved in a timely manner
- Made sure the client stayed in compliance with 401K or 403B Plan Regulations throughout the year
- Worked with our legal team to make sure clients retirement plans were in compliance with IRS and Department of Labor rules and regulations
- Helped team members in my department with questions they had on client cases
- Soft assigned a Book of Business of 20-30 client plans that email questions would route to me for assistance
- Stayed up to date on new rules and regulations dealing with 401K and 403B plans and how to keep employer plans in compliance with IRS and Department of Labor Regulations
Client Support Specialist
Ascensus Retirement Services
Upper Marlboro, MD
06.2022 - 08.2024
- Responsible for handling confidential data for clients dealing with their retirement plans
- Managed client inquiries from 6-7 company partners dealing with their retirement plans
- Managed 10-20+ case inquiries from clients each day
- Average 2-3 day case completion period
- Performed audits for clients' employer retirement plans
- Performed 5-10 audits a day for clients' retirement plans during audit season.
- Trained new hires from one-on-one to groups of 3-4 people
- Participated in call and email campaigns periodically, with emails and call-outs to 10-15 clients that had to be completed within a specific time period
- Updated procedures for my team periodically on how to handle different client inquiries
- Made training videos for my department that gave knowledge to the entire company on how our department worked and what processes we perform specifically for the company when it came to certain client processes
Client Experience Specialist
Best Buy
College Park, MD
12.2021 - 05.2022
- Processed client purchases at checkout
- Helped 5-10+ customers a day with finding their products from our store inventory
- Negotiated customer product purchases from price ranges of $20-$2000+
- Negotiated with customers about signing up for our Best Buy Credit Card.
- Negotiated with customers to add on protection plans for their products purchased from our store.
- Pulled items from storage and put them on the store floor
- Pulled products from the warehouse for clients to purchase
- Placing customer orders for pick up or delivery
- Processed returns and exchanges for clients
- Fulfilling customer order pick-ups by pulling them from the store floor or warehouse and processing them in the pick up area for customers to receive
Jewelry Sales Associate
Macys Department Store
Annapolis, MD
05.2019 - 03.2020
- Oversaw all aspects of the Jewelry Department, handling thousands of dollars of Jewelry inventory
- Processed customer purchases ranging from $75-$2500+
- Helped between 10-15+ customers daily with finding the pieces they were looking for
- Set up prices for different Jewelry pieces.
- Set up discount price tabs on Jewelry displays in the department when there was a sale
- Helped arrange the Jewelry department with new displays
- Performed department opening procedures such as turning off the alarm and counting the fine Jewelry pieces
- Helping customers select the items they wanted from the different Jewelry pieces we had
- Processed customer purchases by card or cash
- Consulted with customers to understand what type of Jewelry they were looking for and if it was a special occasion
- Performed store closing procedures such as closing up and locking up the fine jewelry in the department and setting the alarm
- Trained new hires on the jewelry department, procedures, and customer service techniques
- Greeted customers who were in the Jewelry department
- Demonstrated knowledge of the many Jewelry pieces we had to retain customer loyalty
Menswear Associate
Walmart
Bowie, MD
06.2018 - 01.2019
- Greeted customers and helped them with any questions or concerns
- Helped customers check out their items at the register
- Managed self-checkout
- Pulled products for customers and staged them to be picked up by the customer
- Made sure the departments were neat and organized
- Answered the phone for callers who had questions about the store
Education
MBA - Business Administration And Management
Bowie State University
Bowie, MD05-2025
Bachelor of Science - Business Administration And Management
Bowie State University
Bowie, MD12-2022
Associate of Science - Business Administration And Management
Prince George's Community College
Upper Marlboro, MD05-2020
Skills
- Payment processing
- Sales experience
- Salesforce Proficient
- Product and service sales
- Skilled in Microsoft Excel, PowerPoint, Word
- Account management
- Customer relationship management
- CRM system updates
Timeline
Client Service Consultant
Ascensus Retirement Services
08.2024 - Current
Client Support Specialist
Ascensus Retirement Services
06.2022 - 08.2024
Client Experience Specialist
Best Buy
12.2021 - 05.2022
Jewelry Sales Associate
Macys Department Store
05.2019 - 03.2020
Menswear Associate
Walmart
06.2018 - 01.2019
MBA - Business Administration And Management
Bowie State University
Bachelor of Science - Business Administration And Management
Bowie State University
Associate of Science - Business Administration And Management
Prince George's Community College