Senior Client Implementation Manager resume example with 18+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Skilled Retirement Specialist and Onboarding Manager with nearly 15 years of experience and excellent problem-solving, organizational and decision-making abilities. Articulate communicator with strong customer service skills. Offering admirable project management, multi-tasking and communication skills to coordinate multiple, concurrent projects with competing demands. Ability to make sound decisions in high-pressure settings and utilize analytical problem-solving skills to troubleshoot and resolve issues.

  • Customer service
  • Team building
  • Mentor
  • Risk analysis
  • Project planning
  • Organization
  • Time management
  • Training & Development
  • Work ethic
  • Decision-making
  • Flexible
  • Team management
12/2012 to Current Senior Client Implementation Manager T. Rowe Price | Colorado Springs, CO,
  • Create, install, transition, and amend bundled retirement plans
  • Educate clients with options available to make the plan fit their specific needs and goals.
  • Define scopes, manage resources and oversee schedules in line with client and advisor specifications.
  • Outline work plans, assesse resources and determine timelines for projects.
  • Assist advisors and clients with education materials and meetings.
  • Support advisors and clients with website assistance, reports, and contribution submissions.
  • Acquire additional project personnel and resources to meet demands.
  • Identify, address and either resolve or escalate project issues.
  • Maintain close connection with project personnel to quickly identify and resolve problems.
  • Update project plans based on changing objectives, specifications and staff availability.
03/2007 to 12/2012 Retirement Specialist I, II, III Principal Financial Group | City, STATE,
  • Answer incoming calls from participants, clients, advisors, and other financial professionals to produce results in proportion to retirement goals.
  • Provide participants, clients and advisors with a positive customer experience and outstanding customer service to maintain and grow our business relationships.
  • Mentor and train new hires in the participant contact center through role play, surveillance, and observation of incoming calls.
  • Participate in team building activities as well as plan team activities, meetings, and annual events.
  • Manage account records for participants by completing investment transfers, deferral changes, rollovers, withdrawals, and distributions.
  • Provide accurate and timely information on participant’s accounts by offering account balances, loan information, and other contract details for retirement plans and employer group annuity contracts.
  • Conduct research and make outbound calls in a timely manner to supply additional support to clients and participants.
  • Maintain high call center quality standards in accordance with C Wenger results and requirements Licensing.
  • Series 6, previously obtained 9/2007.
  • Series 65, previously obtained 10/2011.
12/2002 to 05/2007 Hostess/Waitress Iowa Beef Steak House | City, STATE,
  • Utilized customer service and suggestive selling techniques through direct customer contact.
  • Greeted customers and guarantee balanced seating within the dining room for an optimum dining experience.
  • Functioned as a team member on a staff of approximately 30 diverse and motivated individuals.
  • Completed other duties including sanitation, account balancing and others as assigned.
09/2002 to 03/2005 Photographer/Sales Representative/Portrait Specialist LifeTouch | City, STATE,
  • Scheduled and confirmed appointments with clients, to maximize clients needs and studio capacity.
  • Designed innovative and creative settings and complete photographs according to clients desires.
  • Performed picture processing, including digital enhancements, to both increase sales volume and meet customer requests and specifications.
  • Processed final transactions including billing, receiving payment, and creating goodwill for future purchases.
Education and Training
Expected in 2006 Bachelor of Arts | Business Administration University of Northern Iowa, Cedar Falls, Iowa GPA:
GPA: 3.35/4.00
Expected in 2003 Bachelor of Arts Liberal | Arts Des, Area Moines, Community, Ankeny, Iowa GPA:
GPA: 3.87/4.00

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Resume Overview

School Attended

  • University of Northern Iowa
  • Moines, Community

Job Titles Held:

  • Senior Client Implementation Manager
  • Retirement Specialist I, II, III
  • Hostess/Waitress
  • Photographer/Sales Representative/Portrait Specialist


  • Bachelor of Arts
  • Bachelor of Arts Liberal

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