Senior Relationship Manager
El Segundo, California, United States
- Accountable for the satisfaction, growth, and retention of a group of Fortune 500 Retirement Plan Services clients and executives.
- Monitored and evaluated clients' assets and liabilities to provide observations and avoid risks.
- Generated, analyzed, and audited reports to provide clients and executives with detailed information about account(s) and aid in business development.
- Follow-through on all external and internal escalations to increase clients’ satisfaction and retention rate.
- Project managed all aspects of plan implementation: timelines, data analysis, meetings, budgeting, communications, and project management.
- Chosen to function as department trainer, developing and facilitating training for new employees and giving targeted feedback to improve training outcomes.