Senior Client Implementation Manager resume example with 18+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
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.
Skills
Customer service
Team building
Mentor
Risk analysis
Project planning
Organization
Time management
Training & Development
Work ethic
Decision-making
Flexible
Team management
Experience
12/2012 to CurrentSenior Client Implementation ManagerT. 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 12/2012Retirement Specialist I, II, IIIPrincipal 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 05/2007Hostess/WaitressIowa 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 03/2005Photographer/Sales Representative/Portrait SpecialistLifeTouch | 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 2006Bachelor of Arts | Business AdministrationUniversity of Northern Iowa, Cedar Falls, IowaGPA: GPA: 3.35/4.00
Expected in 2003Bachelor of Arts Liberal | Arts Des, AreaMoines, Community, Ankeny, IowaGPA: GPA: 3.87/4.00
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