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Skills

  • Client-centric retirement solutions
  • Relationship development
  • Cross-functional team collaboration
  • Communications
  • Portfolio Management
  • Problem resolution
  • Client relationship management
  • Customer onboarding strategies
  • Pension benefit strategies
  • Client service excellence

Work Experiences

  • Advised plan participants on benefits optimization.
  • Assisted clients in consolidating multiple accounts.
  • Collaborated with legal and tax professionals.
  • Addressed customer pain points related to income uncertainty.
  • Achieved 17% growth in client referrals.
  • Analyzed complex financial data.
  • Boosted satisfaction scores.
  • Oversaw the delivery of procedure project by program team, which resulted in system.
  • Built strong rapport with clients.
  • Collaborated with internal IT teams to modernize client-facing portals, reducing back-office processing times for retirement solutions inquiries by 82%.

Summaries

  • Within Miscellaneous, senior Retirement Solutions Representative and outstanding performer in strategic planning and process improvement.
  • Collaborative Retirement Solutions expert.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • 10 years of experience in providing customized retirement plans.
  • Conducted educational seminars.
  • Consistently outperformed targets, driving client satisfaction through well-defined financial solutions and retirement plans. Grew financial portfolio sizes by 57% across a diverse client base.
  • Retirement Solutions Representative with 18 years of successful quality assurance and stakeholder engagement experience.
  • Retirement Solutions Representative is a multi-talented Retirement Solutions Representative who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Led seamless transition of client retirement accounts worth over $5 in assets from previous advisors, ensuring compliance with metric and minimizing client disruption.
  • Worked closely with a cross-functional team to implement operational efficiencies, cutting account processing time by 51% and improving service delivery speed.
  • Supported clients in maximizing Roth IRA conversion strategies, reducing future tax burdens by 50% on average.
  • Advised clients on tax-deferred investment options that reduced tax liabilities by 64%, maximizing overall retirement savings.
  • Raised client retention by 70% through quarterly check-ins and proactive portfolio reviews, ensuring continued alignment with retirement objectives.
  • Led process improvement initiatives for onboarding new clients, reducing onboarding time by 76% and driving higher client retention rates.
  • Collaborated with estate planners to develop integrated retirement and legacy strategies, preserving over $7 in wealth for 5 clients.
  • Partnered with internal IT team to implement client portal improvements, resulting in a 41% increase in customer satisfaction and usage of online tools.
  • Collaborated with compliance team to ensure retirement advice was in full alignment with initiative, reducing risk of penalties and protecting over $13 in firm assets.
  • Trained and onboarded 4 of new clients with customized retirement strategies, leading to a 80% increase in client satisfaction and repeat business.

Affiliations

  • Society of Professional Asset Managers and Record Keepers (SPARK)
  • Accredited Investment Fiduciary (AIF) Credential Holder
  • Fidelity Investments Retirement Specialist Certification 2016
  • American Retirement Association (ARA) Training 2018
  • Certified Retirement Financial Advisor (CRFA)
  • Certified Employee Benefits Specialist (CEBS)
  • Certified Personal Retirement Specialist Program (CCRS)
  • Association for Computing Machinery
  • Accredited Retirement Plan Consultant (ARPC)
  • Toastmasters

Certifications

  • CompTIA A+ Technician
  • Certified Personal Retirement Specialist (CPRS)
  • Microsoft Certified Systems Engineer (MCSE)
  • Licensed Insurance Agent - Life & Health Washington
  • Retirement Income Certified Professional (RICP)
  • Accredited Retirement Plan Consultant (ARPC)
  • Certified Estate Planner (CEP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Series 63 - Uniform Securities Agent State Law License
  • Project Management Professional (PMP)

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