Overview
Work History
Education
Skills
Timeline
Generic

Alyssia Simpson

Denver,CO

Overview

7
7
years of professional experience

Work History

Office & Events Coordinator

Pivot Energy
05.2024 - Current
  • Create and maintain a welcoming and visually appealing environment for all employees working or visiting headquarters
    • Monitor and manage office inventory and weekly lunch service
    • Open, sort and distribute incoming deliveries via email and other correspondence
    • Manage logistics for outgoing shipments and mail
    • Liaise between building management and Denver office
    • Assisted with hiring, onboarding, and other special projects, including new hires and policy making
    • Notarize documents for company executives and assist with other tasks as needed
    • Assist with coordination/logistics of internal events as, well as assist, in travel planning
    • Provide general administrative support to executive team members and teams as necessary

Operations Associate

Betterment
09.2020 - 12.2023
  • Manage day-to-day customer-centric operations, encompassing the scrutiny and execution of account transactions, continuous risk assessment throughout the business, and addressing third-party inquiries
  • Advised on enhancements to operational procedures to optimize efficiency and scalability of customer service processes
  • Collaborate with the Engineering team to employ fixes to internal systems
  • Coordinated with the Compliance team to perform testing to to align with senior management and external audit requirements
  • Engaged with customers on an as-needed basis to address operational inquiries and collaborated with the Customer Experience team on operational topics to provide a unified customer experience
  • Evaluated AML transaction monitoring, KYC, suspicious activity investigations, and participating in OFAC/PEP monitoring
  • Completed Series 99 (Operations Professional Exam)
  • Partnered with the 401K department to facilitate distributions and manage payrolls offsets
  • Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
  • Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.

Customer Experience Associate

Betterment
09.2020 - 08.2022
  • Possess a deep customer perspective, consistently exceeding expectations to provide exceptional solutions and enhance satisfactions
  • Effectively convey intricate transactional and investment concepts, aiding prospects and customers in comprehending the advantages of our product portfolio
  • Investigate and resolve customer issues by liaising with multiple teams to ensure resolutions swift resolutions
  • Fulfill the role of an internal customer advocate, offering valuable insights to sectors of the business to facilitate product improvement
  • Conducted training sessions for new hires on processes and fraud prevention

Linger / Host Manager

03.2017 - 09.2020
  • Manage in person, telephone, and email guest inquiries, customer service requests, and reservation bookings / Help with administration tasks / Lead meetings regarding y department / Develop rapport with guests and generate repeat business through friendly attitude and extensive restaurant knowledge

Education

Associates - Arts- Art

Valencia College

Bachelors - Geography

Metropolitan State University of Denver
2023

Skills

  • Verbal and Written Communication
  • Asana, Process Street, Slack
  • G-Suites and Microsoft Suites
  • Procedure Development
  • Series 99
  • Eagerness for continued learning

Timeline

Office & Events Coordinator

Pivot Energy
05.2024 - Current

Operations Associate

Betterment
09.2020 - 12.2023

Customer Experience Associate

Betterment
09.2020 - 08.2022

Linger / Host Manager

03.2017 - 09.2020

Associates - Arts- Art

Valencia College

Bachelors - Geography

Metropolitan State University of Denver

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Alyssia Simpson