Kamelia Shipp
Accountant
- Role
- Financial Customer Associate at Fidelity Investments
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Financial Customer Associate
Jun 2025 — Present · US
Resolve 401k inquires.• Assist with account balance, make withdrawals, loans, provide education or resources.• Establish rapport and relationships through effective communication.• Manage a variety of situations and conversations driving towards a resolution suitable for all.
Education
Harris-Stowe State University
Bachelor of Science (BS), Accounting
Skills
- Management
- Medical Billing
- Microsoft Office
- Collections
- Insurance
- Lotus Notes
- Software Documentation
- Spreadsheets
- Financial Analysis
- Administration
- General Ledger
- Invoicing
- Powerpoint
- Microsoft Excel
- Bill Payment
- Budgets
- Finance
- Accounting
- Data Entry
- Payroll
- Analysis
- Account Reconciliation
- Financial Reporting
- Accounts Payable
- Access
- Quickbooks
- Customer Service
- Accounts Receivable
- Process Improvement
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