Betterment
Alexis Duffins is a Senior 401k Onboarding Associate at Betterment since February 2021, previously holding roles as Implementation Specialist, Co-chair of the Black at Betterment Employee Resource Group, and Customer Experience Associate. In these positions, Alexis excels in delivering exceptional customer service, simplifying complex financial concepts, and collaborating with multiple teams to resolve customer issues. Prior to Betterment, Alexis gained experience as a Business Analyst at Wells Fargo and as a Sales and Marketing Consultant at AT&T, along with various customer service roles at Holiday Inn, T-Mobile, Bath & Body Works, and Foodlion LLC Store, showcasing a strong background in customer relations and operational efficiency.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.