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