Description
Summary Client Service Manager with extensive customer service experience in all aspects of Pension Administration. Expert knowledge on plan-level provisions, DB product, compliance, regulations, and risk management. Strong project management skills, very detailed oriented and recognized ability to handle challenging clients and situations with diplomacy and tact. Known for improvement for quality, effectiveness, efficiency, and product compliance.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Fidelity Investments | Senior Client Services Manager Defined Benefit Associate Client Services Manager Defined Benefit | 1/2001 - 1/2016 |
| Cambex Corporation | Customer Service Representative | 1/1995 - 1/1996 |
Accomplishments
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