Advisory Services
CurrentDenver Colorado (Downtown) 03/2017-Present Lead account specialist, Sponsor/Advisory Connect• Provides customer support to clients, advisers, TPAs and client executives for retirement plan accounts. • Influential in partnering with internal sales colleagues to establish and build rapport with external advisers. • Documented and processed request ensuring information is updated appropriately. • Handled inquiries such as web support, investment-related questions, and service amendments with other day-to-day administration questions. • CRM, WMS, AWD, Paris 3 prolific. • Handled a high volume of calls from across the United States in support for Transamerica.