Retirement Plan Specialist Resume Example

• Responsible for processing a broad variety of retail client requests.
• Exercise a thorough understanding of departmental policies and procedures and knowledge of internal systems.
• Exhibit quality and efficient work to meet and exceed department standards.
• Demonstrates a logical and systematic approach to problem solving.
• Focusing on client expectations and improving effectiveness and efficiency of operations.
• Communicates both verbally and in written format with clients to clarify incomplete or invalid paperwork.
• Maintains effective work relationships by handling peer and management interactions in a positive and cooperative manner.
• Builds productive working relationships across the organization with a focus on creating client-driven solutions.

• Responsible for studying and passing required General Securities (Series 7) and Uniform Securities Act (Series 63) required licenses.
• Attend training classes to learn and become more proficient with the various software and platforms utilized by Merrill Edge.
• Go through a period of nesting before becoming live.

• Responsible for managing and clearing the department maintenance queue on a daily basis.
• Repair any client profiles that may cause the client difficulty accessing their profile.
• Update and confirm account permissions on client trust, retirement, estate accounts.
• Works together with business partners to find solutions for specific concerns that may not permit the client to access their account.
• Find and fix data discrepancies between the different software utilized to interact with the client accounts

Portfolio Implementation Associate.

• Executes, and monitors, the implementation of client portfolios and performs the transaction on accounts underneath the direction of financial advisors.
• Partners with Financial Advisors, Resolution Services, and other business groups/departments to provide appropriate recovery.
• Manages different queues through various software utilized throughout the department.
• Proactively communicates with team leaders and team members to provide feedback on the quality and efficiency of operational processes -Special Projects: -Vanguard Financial Plan Link Deactivation -Personal Advisor Service clients Admiral Shares Conversions Initiative.

• ​Responsible for assisting customers and dealerships with multiple concerns.
• Proactively ensures the comfort and satisfaction of customers.
• Exemplify and maintain outstanding customer service with escalated calls and concerns.
• Document all activity regarding each interaction with customers and dealerships correctly and efficiently.
• Interact with a wide variety of people ranging across the country

Case Manager (Tier 2 Agent)

• Assist Hyundai Motor America (HMA) in making business decisions.
• Responsible for handling escalated calls.
• Responsible for directing cases to appropriate departments within Hyundai Motor America.
• Assist in the operation and completion of specific special projects.
• Assist with coaching on the proper protocols and procedures in Tier 1 Case Handling.

Quality Assurance Specialist

• Responsible for quality control by scoring agents calls according to company standards. Responsible for providing and conducting coaching opportunities for assigned agents. 
• Participate in weekly calibration calls to ensure collective team accuracy. 
• Assist and participate in upcoming projects, launches, or training and in the completion and revision of process documents/ and curriculum development.
• Initiated the integration of Quality Assurance into New Hire training classes. 
• Trainer for new employees working from home. 
• Responsible for revising the process and procedure documents for department operations.

• Customer service.
• Responsible for the store's upkeep.
• Talent Management, responsible for hiring highly qualified employees.
• Facilitated promotions and health & wellness expos within our community.
• Lead store training classes.
• Initiated and use various marketing tools such as social media, email correspondence, and outbound phone calls to increase customer volume.
• Facilitated communication to multiple distributors for introducing new products into the store.
• Responsible for all inventory and product placement.

• Communicated with potential members regarding the amenities offered.
• Responsible for communicating with members to determine their fitness goals.
• Provided assistance with membership financial activity including bill pay, upgrades and cancellations.
• Maintained processes to improve operating efficiencies.
• Conducted equipment diagnostics for operational use and member safety.
• Implemented procedures for a more thorough and sanitized gym experience.
• Prompt and direct follow up with customers via phone and email correspondence regarding specific price and facility updates.
• Demonstrated commitment by calling new members thanking them for their business.
• Direct contact for customers regarding inquiries about the gym and fitness.

• Provided security for guests and employees.
• Assisted with security check for entry, checked identification and enforced proper dress code.
• Monitored employee progress throughout the shift.
• Provided customer service through interaction with guests and employees.

• Supervised and managed group programs for individuals that required special needs or had specific illnesses and medical conditions.
• Recorded and maintained an accurate count of inmates within designated areas.
• Provided a safe and secure environment for civilian and personnel within the facility.
• Assisted Deputies with emergency situations.
• Supervised inmates with their daily living per Title 15 requirements which include: meals, shower, visitation and recreation time.

• Assisted customers with questions and information on store products.
• Responsible for building, installing and the merchandising displays.
• Assisted with store maintenance.
• Responsible for making monthly sales quotas.
• Assisted with customer sales and of product protection plans.