Senior Client Implementation Manager Resume Example

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

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: 3.35/4.00
Expected in 2003
Bachelor of Arts Liberal: Arts Des, Area
Moines, Community - Ankeny, Iowa
GPA: 3.87/4.00
References available upon request, References Classification: Personal

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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