Greg Cromer Email & Phone Number

Flower Mound, TX

Westlake, TX

• Managed portfolio of business involving marketing and implementing 401k programs for corporate accounts.
• Managed operational risk and client satisfaction during and after 401k account transfer which led to an average client satisfaction score of 9.3.
• Decreased as of/loss transactions by 15%, through improved analysis, communication and procedures.
• Developed and mentored an associate resulting in a promotion to Team Leader.
• Managed capacity for new business through flexible cross training and alignment to meet changing demands.
• Created meaningful metrics and benchmarks to evaluate team members and operational effectiveness which became standard practice in multiple offices

Westlake, TX

• Managed client profitability by introducing services that met each plan’s needs. Initiated business development and associate development programs.
• Increased efficiency of online communication, education, and marketing through the collection of participant email addresses.
• Improved organizational effectiveness, operational excellence and customer satisfaction by instituting improved quality reviews and automation.
• Met account retention goals, with an increased emphasis on marketing Fidelity 401k services at the participant and plan level.
• Developed associates through ongoing 1:1’s and coaching sessions.

Westlake, TX

• Initiated business development and created an integrated service model for 401k/Payroll services. Managed client profitability by introducing services that met each plan’s needs.
• Developed the service model and successfully launched the integrated model
• Hired and trained the service team creating a solid cross functional unit
• Refined the service model through detailed analysis and improved client satisfaction
• Developed associates through ongoing 1:1’s and coaching sessions

Westlake, TX

• Managed back office operations support for all advisor sold 401k plans
• Improved organizational effectiveness, operational excellence and customer satisfaction.
• Developed associates through ongoing 1:1’s and coaching sessions.
• Automated existing processes and transitioned remaining functionality offshore

Las Colinas, TX

• Transitioned the transfer of assets process from National Financial to Texas
• Streamlined and implemented a new Transfer of Asset process.
• Created a customer service center to service customer and broker dealer questions regarding outgoing transfers.
• Developed associates through ongoing 1:1’s and coaching sessions.

Las Colinas, TX

• Managed all incoming Mutual Fund transfers
• Recruited and hired a mutual fund service team
• Improved organizational effectiveness, operational excellence and customer satisfaction.
• Developed associates through ongoing 1:1’s and coaching sessions.

Las Colinas, TX

• Facilitated the transfer of assets into Fidelity Mutual Fund accounts
• Entered requests into mutual fund transfer system
• Tracked and resolved requests
• Provide customer service to clients and delivering firms
• Researched and resolved escalate items