Relationship Manager
Current• Built and maintained relationships with new and existing clients while providing high level of expertise by providing a proactive, tailored service approach.• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.• Enhanced client loyalty through thorough needs assessments and tailored financial strategies, resulting in a consistent 95%+ client retention rate.• Served as primary contact and resource for corporate and government clients, retirement plans and foundations in my region.• Monitored service provider operations, plan and trust compliance, benefit administration, government reporting, investment performance reviews and participant communication for employee benefit plan clients.
