Investor Relations Specialist
Washington, District Of Columbia, United States
- Served Clients in the Front Line for a Financial Services Non Profit Corporation that Manages Over $50 Billion in Retirement Plan Assets for More than One Million Client Accounts- Recognized for Superb Professional Acumen, Routinely Utilize Expansive Knowledge of ICMA-RC’s Products and Services (401, 457, RHS, IRA, and Investment Information) and IRS Rules and Regulations - Governing Retirement Plans to Ensure Outstanding Results- Responsible for Successfully Addressing Client’s Questions or Concerns in the areas of Investments, Plan Regulations, Account Specific Information, Online Support, Account Maintenance, and Account Transactions via Telephone in a Professional, Timely and Accurate Manner- Improved Methods to Research, Track and Resolve Progressively Complex Issues by Effectively Collaborating with other Associates and Departments- Assumed Responsibility for Researching and Tracking Complaints to Ensure Client Retention and Satisfaction