Kent Markwart Email & Phone Number

Phoenix, Az, Us

Phoenix, Az, Us

Boca Raton, Florida, United States

As an Account Manager in Client Success, I provide concierge-level customer service support to a designated client list of up to 15-20 mid and large market professional employer organizations (PEOs), payroll companies, and worksites. I am responsible for developing customer relationships that promote retention and loyalty within Slavic401ks mid and large market retirement plans. The Account Manager is responsible for partnering with the assigned Retirement Plan Advisor to transition customers to Client Success. This role acts as the primary liaison for the service side of the client relationship including responsibility for relationship management and service delivery for up to 15-20 mid and/or large market clients. I conduct research on plan designs, 401(k) rules, and 401(k) regulations in order to communicate the nuances, restrictions, and other pertinent information to the clients. The Account Manager works towards ensuring customers are satisfied with services provided, promptly handling customer requests, and improving any areas of dissatisfaction. This position requires the ability to work with and cater to various personality types and comfortability conversing with business representatives.

Scottsdale, Arizona, United States

Serving Infosys as a Participant Services Team Leader puts me at the heart of the new-hire onboarding, coaching, and mentoring process. As an onboarding leader of Participant Services associates, I am dedicated to ensuring the long-term success of the members of my team, who in-turn support our Participant's long-term success in their 401k retirement plans at Vanguard. My goal is to develop and promote high-performing associates who maintain account security, and who are accurate, complete, and efficient in drilling down to uncover our Participants needs efficiently and in a professional manner. Infosys is an engaging and dynamic international organization, and I am very excited to be working with colleagues in The Philippines and around the globe in our mission to successfully support our Participant clients.

Scottsdale, Az

As an Executive and Retirement Services Team Leader in Institutional Participant Services, I lead and support a team of 15+ associates that deliver a superior investing experience to our High Net Worth and NQP participants. I have the privilege of leading tenured crew and providing coaching and development opportunities beyond their current role. I empower my crew to have the autonomy to make business decisions and work with plan support specialists to address participant and client inquiries. I provide additional opportunities for my crew to develop their own skills and participate in business initiatives that I lead in a collaborative environment. The goal is to provide a consistently world-class experience, while giving every Vanguard participant the best chance of investment success.

Scottsdale, Az

As the Quality Team Leader in Institutional Participant Services, I lead and supported a cross-site team of AZ and PA associates that evaluate and improve the Participant Experience. I was responsible for the planning, reporting, and execution of the department's Quality program. I worked closely with the management team in order to ensure business goals around Quality are being met, including deliverables like improving the participant experience through the analysis of Net Favorable Score (NFS) and Net Promoter Score (NPS) metrics. I also partnered with Institutional clients to drive Quality initiatives and improvements across the Division.

Scottsdale, Az

As a Team Leader in the Retail Retirement Center (RRC), I supported and lead a team of inbound phone associates and retirement plan administrators. The mission of the department is to serve as a "Center of Excellence" for shareholders and the Retail organization by providing specialized services on complex retirement products. This department services in-depth IRA and small business plan calls, with topics such as 5500 reporting, IRA conversions, recharacterizations, excess removals, and Required Minimum Distributions. Plan types supported include the Traditional/Rollover IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited IRA, Individual 401k, and 403(b)(7).

Scottsdale, Az

The goal in the Plan Solutions Group (PSG) was to work closely with Retail Services (RS) clients who funded small business retirement plans to take action in finding simpler retirement plan solutions. This included cross-selling other Vanguard retirement vehicles, including the SEP IRA, SIMPLE IRA, Individual 401k and VRIP Pooled account types. I lead a team of inbound phone associates and retirement administrators to retain as many small business plan assets as possible by positioning simplified retirement plan options, while exceeding all client expectations through exceptional service.

Scottsdale, Az

Retail Client Relationship Associates are the front line of our business, staffing the phone lines and fielding calls from current and potential clients. We are comprehensively trained to be experts, not just a voice on the end of the telephone. Client Relationship Associates are the clients' first - and often, only -point of contact, so we are relied upon to provide a high-quality, high-value Vanguard experience that always puts their interests first. We help clients find the right Vanguard investments to meet their financial goals and answer questions on a range of financial topics. Client groups (asset levels) supported:Oct 2006 - Sep 2008: Flagship Services ($1 Million +)Feb 2005 - Oct 2006: Voyager Services ($50,000 - $1 Million)Jun 2004 - Feb 2005: Core/Retail Services (up to $50,000)

Mesa, Az

ASU Polytechnic Parking and Transit Services• Planned, designed, and implemented all operations of the ASU Polytechnic campus Parking Decal Sales program.• Supervised the ASU Polytechnic campus Parking Decal Sales staff in administering University policies and procedures.

Mesa, Az

ASU Polytechnic Business and Financial Services• Supervised the ASU Polytechinc campus Cashier's Office.• Established, evaluated, and maintained proper cashiering procedures, including accounting for all receipts and disbursements and reporting daily cash receipts.

Tempe, Az

ASU Main Parking and Transit Services• Trained, evaluated, and supervised the daily activities of 20 to 30 part-time student employees on the ASU Main Campus.• Advised all student employees in cashiering policies and procedures, as well as in parking enforcement duties and techniques on the ASU Main Campus.

Bachelor Of Arts, English

English major

Associate Of Arts, Arizona General Education Curriculum (Agec-A) Certificate

The AGEC certificate fulfills lower division general education requirements and provides a seamless transfer to any of Arizona's state.

High School Diploma