Christopher Giannelli Email & Phone Number

London, London, Gb

London, London, Gb

London, London, Gb

Baltimore, Maryland, Us

* Maintained client relationships for a portfolio of 250+ clients with assets totaling 12 billion dollars.* Assisted project manger for a migration of benefit payment systems which issues reoccurring payments on a monthly basis for of over 100 thousand retirees monthly. * Responsible for implementing a death auditing process that reduced clients expenses by over 15%. Created a process for recovery of over payments and notification. This process also increased Transamerica’s revenue per client based on recovery fees.* Created administration guides for new clients regarding the Transamerica product making the transitions more seamless to the employees of new clients.* Created an international portfolio of Pension based clients. Issuing benefit payments to over 36 countries worldwide.* Implemented and created a international tax withholding and treaty database to ensure compliance with Homeland Security.* Manage Benefit Calculation Log, and processing volumes delegating work and staffing as needed.* Worked with outside vendors to administer various insurance deductions for retirees. * Appointed head of audit committee for internal SOX audits and 5500 filings.* Lead administrator for outside vendors which provide services to Transamerica.

Baltimore, Maryland, Us

* Assigned the assistant manager and manger position for the entire Defined Benefit Retirement portfolio for Diversified Investment Advisors..* Responsible for a call center retirement counselors who assisted retirees and perspective retirees regarding retirement options, reoccurring payments, website assistance, tax reporting and general customer service. * Coached call center team of representatives to a call quality rolling average score of 90% highest company wide.* Managed a processing team of 6 who were responsible for the service of over 300K participants with a work quality rate of 95%. Due the teams high quality rate the company standard was increased from 80% to a new organizational standard of 88%.* Responsible for issuing reoccurring payments on a monthly/daily basis.* Created marketing campaign to convert participants to electronic fund transfers saving DIA 10-15k monthly.* Managed and mentored 4 client consultants whose responsibilities are listed below.* Constant interaction with Transamerica’s key Defined Benefit clients assisting in sales presentations and status meetings held by account executives.

Baltimore, Maryland, Us

* Assigned a client portfolio of twenty-five Defined benefit client.* Respond to service inquiries, account information inquiries in reference to pension payments, DB calculations, as well ensuring that processing of assigned work is completed to client’s satisfaction. * Created a statement process of reconciliation for my personal portfolio which has since become a company standard for the full Defined Benefit portfolio of Transamerica.* Worked with both internal and external marketing committees to help with client’s participation on an employee level. Each client had a personalized marketing campaign to help increase enrollment, awareness and education.* Assisted in enrollment meetings and created presentations for onsite representation.* Responsible for reporting of pensionable earnings and all tax filings for assigned caseload.* Point person for the SOX, SAS 70 and employer level audits completed on a quarterly basis.

Baltimore, Maryland, Us

* Appointed to the Ascension team specializing in meeting the needs of Transamerica’s largest client, as well as, handling a more diversified client base with in Transamerica's portfolio of clients.* Assisted plan participants in understanding new retirement plan options and providing support in the transition process to DIA.* Participated in the peer-mentoring program to help acclimate new hires into the call center.* Ability to handle all cases involving investment counseling, loans, withdrawals, transfers, enrollments, tax withholding and defined benefits.* Serviced clients offering , 401k, 403b, 457, NQDC, DB, NQDB* Strong knowledge of Transamerica’s funds, as well as, outside funds offered by Transamerica. Series 6 registered.

Bachelor'S Degree, Marketing/Marketing Management, General/Finance

Regents Diploma