Jessica Petrey Email & Phone Number

South Jordan, Utah

Sydney, Australia

Sydney, Australia

West Jordan, Utah

Manage relationships with employers, advisors and financial institution partners in regards to qualified plans. Comprehensive management of qualified governmental, non-profit and church retirement plans including:  Proactively identify any ‘at risk’ clients and ensure they are retained as customers Plan design consulting Improve client satisfaction by initiating procedural changes and increasing efficiency Oversee quality control for hundreds of financial transactions weekly  Manage direct report assistant account manager Respond quickly to ad hoc inquiries and requests from clients Compliance management Reconcile transaction errors Balance client accounts using Microsoft Excel

West Jordan, Utah

Assist Account Manager in managing client relationships by handling data management and improving client experience. Work with Account Manager to monitor IRS regulation requirements Consistently met client driven deadlines  Executed Microsoft Excel functions to join independent datasets and calculate account balances Multiple vendor salary reduction management Multiple vendor common remittance

Provo, Utah

 Accurately priced sales ensuring company profits while meeting customer budget requirements Met client expectations by managing timelines  Helped coworkers meet their sales goals  Oversee custom ring design process for customers

Bachelor'S Degree, Cultural Anthropology

Minor, Business Management