Shanice Atkinson
@shaniceatkinson
I support compliant banking, retirement, and advisor operations through precise processing and escalated issue resolution.
United StatesWhat I'm looking for
At LPL Financial, I partner with financial advisors on licensing, FINRA state registrations, onboarding, and transaction processing. I support more than 100 advisor licensing and registration updates each month with 98%+ accuracy.
Previously at Fidelity Investments, I supported 401(k) enrollments, contribution processing, pension operations, compliance, and recordkeeping for retirement plan clients. I handled 40–60 retirement and banking-related interactions daily while maintaining monitored-call quality scores above 95%.
My experience also includes service operations at Atrium Health, HIPAA-compliant insurance and benefits support at TTEC, and financial-services issue resolution at PSECU. I’ve trained teams, improved workflows, and helped reduce service-related escalations by approximately 15%.
I bring meticulous documentation, KYC/AML-aligned review, regulatory onboarding support, complaint tracking, and high-touch service to advisors, plan sponsors, TPAs, and customers.
Experience
Work history, roles, and key accomplishments
Partner with financial advisors to manage regulatory licensing, FINRA state registrations, and onboarding processes, ensuring compliance with operational timelines. Act as a liaison between advisors and internal operations teams, coordinating licensing updates and resolving escalated issues.
Supported retirement plan clients with 401(k) enrollments, contribution processing, and pension plan operations, ensuring regulatory compliance. Delivered exceptional client service, managed complex inquiries, and designed training programs to improve procedural efficiency.
Coordinated service operations for over 14 medical offices, ensuring compliance with patient service protocols and addressing service-related issues. Trained administrative staff to handle complex client issues and improve workflows, contributing to a reduction in escalations.
Provided HIPAA-compliant guidance to clients regarding insurance, claims, and health benefits. Navigated internal systems to resolve complex service issues professionally and accurately, consistently meeting customer satisfaction and handle-time targets.
Managed escalated client concerns related to financial services, ensuring client satisfaction through problem-solving and effective communication. Delivered product training sessions and handled a daily caseload of 50+ member inquiries involving deposits, payments, cards, and online banking.
Education
Degrees, certifications, and relevant coursework
North Carolina A&T State University
Bachelor of Arts, Liberal Studies
Bachelor of Arts in Liberal Studies from North Carolina A&T State University, completed in June 2023.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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