Gerardo Perez Email & Phone Number

Phoenix, Arizona, United States

- Serve as primary Client Service Administrator for plans with various levels of complexity and size.- Process daily settlement activities such as exercises, lapses, employee stock purchase plans, and dividend payouts.- Daily data management which included file loads, reconciliation, and reporting.- Develop and maintain long-term client relationships, actively managing customer expectations.- Provide timely responses to customer inquiries, consistently meeting service level… Show more - Serve as primary Client Service Administrator for plans with various levels of complexity and size.- Process daily settlement activities such as exercises, lapses, employee stock purchase plans, and dividend payouts.- Daily data management which included file loads, reconciliation, and reporting.- Develop and maintain long-term client relationships, actively managing customer expectations.- Provide timely responses to customer inquiries, consistently meeting service level agreements (SLAs). Show less

Scottsdale, Arizona, United States

- Administered over 1500+ firms that have electronic feeds with Vanguard.- Served as leader for 10+ crew members that helped with maintenance of electronic feeds already established.- Coordinated with compliance vendors, firms, compliance, and IT department to establish/maintain electronic feeds for firms.- Collaborated with IT and compliance departments to discuss new ways to alleviate service issues and data delivery errors.- Developed internal requirements and standards to… Show more - Administered over 1500+ firms that have electronic feeds with Vanguard.- Served as leader for 10+ crew members that helped with maintenance of electronic feeds already established.- Coordinated with compliance vendors, firms, compliance, and IT department to establish/maintain electronic feeds for firms.- Collaborated with IT and compliance departments to discuss new ways to alleviate service issues and data delivery errors.- Developed internal requirements and standards to minimize regulatory risks and liability across programs.- Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies. Show less

Scottsdale, Arizona

- Served as Intern Service Administrator for all retirement transactions (Excess removals, 401k rollovers, IRA conversions, etc..), and provided support to crew and business partners.- Trained new and existing crew to be fully successful in their role.- Served as point of contact for elevated client situations to provide fast and accurate resolution.- Lead multiple projects and problem solving sessions that helped remove waste and implement automatization of our processes.

Phoenix, Arizona

Mesa, Arizona

Marketing and Sales.

Tucson, Arizona Area

Bachelor'S Degree, Economics

Associate'S Degree, Business Administration And Management, General