retirement plan service representative resume example with 8+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

 Resourceful and trustworthy Retirement Plan Service Representative with the passion, innovation, and leadership skills to make an instant positive impact in any organization.  Capable of processing and applying new concepts quickly, coupled with a firm commitment to strong quality customer service.  Valued by superiors for leadership abilities, willingness to adapt and the ability to produce results in high pressure situations. 

Expected in 2014 to to
Bachelor of Arts: Crime, Law, and Justice
The Pennsylvania State University - State College, PA
​Business and the Liberal Arts Minor
Work History
06/2015 to Current
Retirement Plan Service Representative City Of Lenexa Lenexa, KS,
  • Present exceptional customer service to clients by assisting them with proper retirement plan information
  • Present assurance on day to day processes and accurate time frames to complete transactions within retirement accounts
  • Participate in detailed investment discussions with clients in order to establish them into a qualified asset allocation based upon their financial goals and risk tolerance
  • Provide coaching and mentoring to new hires in order to teach them their current roles
  • Review and evaluate calls of fellow crew members in order to provide proper feedback and coaching points in the role as a backup for the Call Quality Team
  • Work as a backup for the Resource Center to assist in handling problem resolution cases within retirement accounts
  • Facilitate training classes for contribution changes, terminations, and as well as the handling of QDRO's within retirement plans
  • Participate in a Self-Directed Brokerage option project that is scheduled to elevate January 2018 within a selected group of retirement plans
  • Collect data from existing clients with the primary goal of assessing the true opportunity for web containment and identify opportunities for potential experiments to improve the web experience as well as department resources
05/2012 to 05/2015
Front Desk Attendant Wexford Health Sources Inc Los Lunas, NM,
  • Provided customer service by telephone as well as face to face to clients in regards to their gym memberships
  • Secured new memberships and pitched sales to potential customers
  • Placed outcalls to members regarding over due payments, ran collections of credit card payments and also completed the process of membership cancellations

08/2014 to 08/2015
Bouncer/Barback Haskell Rancho Cucamonga, CA,
  • Monitored environment by verifying identification cards of customers
  • Escorted overly intoxicated and disruptive individuals out of the bar in a respectful manner
  • Assisted with bar inventory as well as promoting the restaurant through various social media sites

08/2014 to 11/2014
Medical Technician DNA Stat City, STATE,
  • Conducted medical swabs of patients within two psychiatrist offices for the primary purpose of researching if they were on the proper dosage of prescribed medication. 
  • Managed classified documentation of patients and handled the process of providing test results of each patient to the prescribing doctor

04/2014 to 07/2014
Seasonal Intern Montgomery County Police Department City, STATE,
  • Managed highly classified paperwork that pertained to serious criminal cases throughout Montgomery County
  • Conducted clerical work for various law enforcement officials as pertaining towards criminal proceedings
  • Engaged in various police activities with law enforcement officials from Montgomery county and worked with Norristown and Upper Merion Police Departments as well, including observing numerous court hearings.

Professional Licenses

  • Series 6 (Investment Company and Variable Contracts Products Representative)
  • Series 63 (Uniform Securities State Agent State Law Exam)
Additional Information

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Resume Overview

School Attended

  • The Pennsylvania State University

Job Titles Held:

  • Retirement Plan Service Representative
  • Front Desk Attendant
  • Bouncer/Barback
  • Medical Technician
  • Seasonal Intern


  • Bachelor of Arts

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