• Managed Day-to-day operations for 18 highly diversified clients.• Led cross functional teams including management level members of legal, marketing, sales, accounting, and customer service to achieve enhanced production on various client related projects.• Implemented policy and procedural changes to improve efficiency, increase revenue, and reduce cost. • Attended client events nationally to solidify current client relationships and prospect new clients.• Provided on site training to client executives, management, administration and associates.• Developed client growth plans with profitable initiatives to increase revenue and provided quarterly business reviews to measure performance. • Collaborated with internal and external stakeholders to create scalable support solutions to meet client needs including; training initiatives, webinars, and monthly meetings.

* Research policies and procedures to answer questions from financial advisors and shareholders. Provide superior levels of customer service on a variety of inbound telephone inquiries, including from advisors, shareholders, and retirement clients in a fast-paced, team-oriented call center environment.* Make outbound shareholder, financial professionals, and broker dealer back-office telephone calls; resolve transactions or inquiries, as indicated.* Research inquiries, and provide appropriate feedback on company policies, IRS regulations, and compliance requirements.* Review, prepare, input and verify customer requests through the use of multiple computer applications, and monitor all time-sensitive monetary transactions.* Stay current on company fund information, current market conditions, and industry regulations; discuss these issues with clients, when appropriate.* Acts as a subject matter expert within the workgroup in support of the division.* Routinely maintained or exceeded above average quality standards, and as a result, was selected Employee of the Month in December, 2014.* Held multiple positions including Team Trainer, New Hire Mentor, EEC Project Lead, PAIRS Training Partner, Communications Point, and Forms Team Lead.* Developed training materials to assist the staff in learning company policies and procedures. Cross-trained into other departments to broaden knowledgebase.* Led department-specific projects that included organizing and hosting all employee meetings. Developed video components to enhance multi-site employee engagement. Led employee volunteer initiatives throughout the community

* Directed customer development activities, including face-to-face contact to foster a good business relationship with both existing and inactive customers, to retain and build additional revenue streams.* Implemented and monitored activities designed to recruit, train, and retain employees needed to fill all available assignments through multiple organizational changes.* Directed and managed customer development activities including face-to-face customer contact to create and develop a good business relationship with existing and inactive customers, to retain and build additional revenues.* Managed a detailed marketing program of personal sales calls, telephone sales, direct mail, in-office demonstrations, and public relations for assigned branch.

* Monitored and recorded the quality standards for all rendered services. Received and dispatched property repair bid requests to subcontractors and ensured that proper time lines were maintained. Reviewed subcontractor’s bids to ensure that all repair items were addressed and that all documentation had been received.* Conducted price negotiations; reviewed completion items to verify quality adherence; completed invoicing. Resolved issues that arose in regards to billing, quality control, timelines and client clarifications.* Supervised crews of up to 40 employees tasked with construction projects budgeted at up to $5M. Directed all aspects of these tasks to include: project management from grading to completion, planning and estimating, project scheduling, quality control, RFI submittal, reporting and metrics analysis, and project administration. Oversaw up to 60 vendors to ensure adequate levels of training.* Received and dispatched accurate property repair bids, conducted quality control, negotiated pricing, tracked schedules, and provided client clarification as needed.

* Performed Backup Operations Manager duties to include shipping and receiving inventory, inventory counts, and inspecting store paperwork, scheduling, and till accuracy. Assisted in on the job training of new hires and current employees during various operational changes and equipment releases.* Assisted customers and sales team with account and service issues including, contracts, billing issues, payments, and equipment. Processed orders, managed store traffic, and submitted customer credits. Maintained above-average sales metrics in new Activations, Renewals, Data, and Accessories.* Directed customer development activities, including face-to-face contact to foster a good business relationship with both existing and inactive customers, to retain and build additional revenue streams. * These tasks included: coordinating telephone support, scheduling appointments, performing word processing/correspondence, daily reporting, and monitoring and documenting quality standards for all services.*As Operations Manager, duties included: inventory management and logistics, report analysis, records management, staff scheduling, assisting customers and sales team with accounts and service issues, and preparing the staff for new product launches.

* Led construction crews of up to 40 personnel in various construction projects from grading to completion.* Served as Company Training Petty Officer, coordinating company training schedules. Conducted formal classroom training on various construction and safety practices, indoctrination, and on-the-job training for up to 125 personnel.* Responsible for expediting transportation logistics for tools and equipment as Materials Liaison Officer, and Tool Room Custodian. As Public Affairs Officer, wrote articles for Battalion newspaper and served as liaison with other units.* Served as Company Clerk, coordinating telephone support, scheduling and appointments, performing word processing/correspondence, daily reports.* As the Company Training Petty Officer, coordinated training schedules, classroom instruction on various construction and safety practices, indoctrination, and on-the-job training for up to 125 personnel.