Dynamic and results-oriented Retirement Account Service Specialist with extensive experience in managing Defined Benefit (DB) and Defined Contribution (DC) retirement plans, including 401(k). Proven success in delivering high-quality service within SLA frameworks, executing complex financial transactions, and performing data analysis to drive process improvements. Skilled at leveraging Management Information Systems (MIS) and maintaining client satisfaction through strong communication and problem-solving abilities. Experienced with managing client accounts and ensuring seamless service delivery. Utilizes strong communication skills to build and maintain client relationships. Track record of effectively addressing client issues and contributing to team goals in fast-paced settings.
Customer Support
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