Open to opportunities

Kimbreana Davis

@kimbreanadavis

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Dedicated client services professional with expertise in financial operations.

United States

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What I'm looking for

I am looking for a role that values client relationships and offers opportunities for professional growth.

I am a dedicated client services professional with a strong background in financial operations and a commitment to providing exceptional support. My experience at Vanguard has honed my skills in processing retirement account transactions and ensuring compliance with regulatory standards. I take pride in my ability to partner with internal teams to resolve issues efficiently, contributing to service excellence.

Throughout my career, I have demonstrated a compassionate approach to communication, guiding clients through their investment and retirement account inquiries with clarity and empathy. My time at Wells Fargo further developed my problem-solving abilities as I managed sensitive employee case issues with professionalism. I am passionate about maintaining high performance metrics while delivering a quality client experience in fast-paced environments.

Experience

Work history, roles, and key accomplishments

Processing Associate

Vanguard

Sep 2022 - Mar 2025 (2 years 6 months)

Reviewed and processed retirement account transactions, ensuring accuracy and regulatory compliance. Partnered with internal teams to resolve documentation issues and minimize rework. Maintained confidentiality while handling sensitive financial documents and contributed to service excellence.

Retirement Account Processing Regulatory Compliance Document Review Confidentiality

Client Relationship Associate

Vanguard

Nov 2021 - Jul 2022 (8 months)

Handled inbound calls and supported clients with investment and retirement account questions. Guided clients through account maintenance, transactions, and general inquiries with clarity and empathy. Maintained performance metrics while ensuring a high-quality client experience in a fast-paced environment.

Investment Account Support Retirement Account Support Inbound Performance Metrics Client Relationship Management

HR Specialist

Wells Fargo

Jul 2020 - Nov 2021 (1 year 4 months)

Resolved employee case issues with professionalism and discretion. Handled high volumes of sensitive data while maintaining confidentiality and procedural compliance. Demonstrated strong research and communication skills in managing inbound employee inquiries.

Employee Relations Case Management Confidentiality Research Communication Skills

Education

Degrees, certifications, and relevant coursework

Central Piedmont Community College

Course Completion, Securities Industry Essentials

2025 - 2025

Completed the Securities Industry Essentials Course, gaining foundational knowledge in the securities industry. This course covered essential concepts relevant to financial operations and client services.