As an Implementation Manager, I am responsible for ensuring the successful implementation of new clients or transition of National Accounts, planning and managing the project.Key resposponsibilities include:- Managing all phases/milestones of a project while leveraging Project Management best practice standards and processes- Managing client relations to ensure that project delivery expectations are specified and met- Engaging stakeholders and communicating project updates effectively to ensure buy in and project success- Provide clear direction and motivation to project team members- Utilizing leadership, influencing, and facilitation skills to coordinate and direct effective meetings- Identifying ongoing continuous improvement opportunities- Effectively communicating and interacting with internal & external business partners- Managing client relationships to achieve excellent levels of customer satisfaction

• Develop and maintain professional relationships with advisors and clients through proactive and reactive servicing• Coordinate plan amendments with clients, advisors, and administration• Create communications for distribution to plan members• Complete and provide comprehensive plan reviews, identifying areas that require attention and/or improvement• Ensure clear communication of legislative and administrative changes• Uphold privacy standards and applicable legislation• Remain current in product knowledge, regarding plan types, investments and procedures• Utilize Microsoft Office Suite• Coordinate the facilitation of plan education, assisting with presentations as necessary

Through a variety of communications and education opportunities, I provide group plan members with the information they need to successfully establish, monitor and maintain their group retirement and savings plans. In partnership with our clients and advisors, I develop communication and education strategies to meet the needs of our group plan members and their logistics, including in-person group sessions, one-on-one meetings, email and print communications, and web-based resources.Discussion topics include benefits of group investing, key investment strategies, tools & resources, goal setting, financial literacy, retirement income strategies, and determining retirement income needs.

• Develop and maintain professional relationships with advisors and clients through proactive and reactive servicing• Coordinate plan amendments with clients, advisors, and administration• Create communications for distribution to plan members• Complete and provide comprehensive plan reviews, identifying areas that require attention and/or improvement• Ensure clear communication of legislative and administrative changes• Uphold privacy standards and applicable legislation• Remain current in product knowledge, regarding plan types, investments and procedures• Utilize Microsoft Office Suite• Coordinate the facilitation of plan education, assisting with presentations as necessary

• Complete the Investment Personality Questionnaire (IPQ) with plan members• Provide investment recommendations based on the results of the IPQ• Provide detailed investment information to plan members• Continue all Client Services Representative responsibilities

• Provide plan member with accurate policy information• Follow provided materials to ensure proper procedures are used• Provide professional customer service• Appropriately update member information• Uphold privacy standards and follow applicable legislation• Responsible for product knowledge, regarding plan types and procedures• Utilize Microsoft Office form communications• Assisting in the training of new employees through the Peer-Assisted-Learning program