Nikki Kluttz
Charlotte
Summary
Detail-oriented recordkeeping professional with expertise in analytical problem-solving and team collaboration. Achieved 97% quality in processing retirement transactions while leading initiatives that improved client outcomes and operational efficiency.
Overview
21
21
years of professional experience
Work History
Recordkeeping Service Specialist
Accenture/TIAA
Charlotte
03.2019 - Current
- Processed retirement benefits transactions on OIPA system with high accuracy.
- Conducted research and processed high volumes of payment transactions, achieving 95% productivity and 97% quality.
- Assisted with RMD/DOB remediation project to enhance operational efficiency.
- Trained in omni rejects and corrections for retirement benefits to improve service delivery.
- Executed continuous improvement initiatives to reduce TFE and ensure compliance with SLAs.
- Collaborated with internal business partners to align operations and optimize client-focused outcomes.
- Monitored data storage utilization and recommended procedural enhancements for efficiency.
- Co-led networking events and small business expos to foster community engagement.
Beneficiary Services/Recordkeeping Service Speci
TIAA
Charlotte
03.2005 - 03.2019
- Collaborated with internal business partners to implement best practices effectively.
- Served as designated Subject Matter Expert (SME) for payment process inquiries from TCS counterparts.
- Mitigated risk by creating and maintaining standard operating procedures.
- Coached and trained associates on work processes, team dynamics, and performance practices.
- Achieved certification in White Belt and Lean methodology to optimize team resources.
- Developed strategies to enhance team efficiency and create customer value through optimized efforts.
Education
Bachelor of Science -
Wingate University
Wingate, NC05-2021
Skills
- Omni
- Unified workflow management
- Siebel proficiency
- TIAA offerings knowledge
- Transaction processing skills
- Microsoft Office suite expertise
- Analytical problem solving
- Team collaboration
- Critical analysis
- Communication effectiveness
- Time optimization
- Research and data analysis
- Attention to detail
- Risk assessment strategies
- Process enhancement techniques
- Adaptability and flexibility
Timeline
Recordkeeping Service Specialist
Accenture/TIAA
03.2019 - Current
Beneficiary Services/Recordkeeping Service Speci
TIAA
03.2005 - 03.2019
Bachelor of Science -
Wingate University