Occupation:Financial Specialist |
Location:Quakertown, PA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Retirement Specialist with over 18 years of experience encompassing many areas of Operations and Client Service. A self-motivated and detail-oriented professional with a solid knowledge of Distribution and Investment practices and processing. Demonstrated the ability to process high volumes of client requests independently while delivering team-oriented goals and exceptional customer service. Customer service Transferrable skills Strong communication skills * Quality control Problem solving * Conflict resolution
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Ascensus (A Recordkeeping And Administrative Provider Of Financial Services) | Investment Specialist Senior Distribution Operations | 3/2018 - 7/2019 |
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