Patrick Bleffer Email & Phone Number

Charlotte, North Carolina, United States

• Lead a team of 10-15 Client Services Managers (CSM), overseeing support for universities and hospitals in the Southeast Region.
• Lead, mentor, coach the CSM team providing encouragement and feedback
• Manage client assignments, capacity planning, and conduct performance reviews.
• Supervise administrative operations for approximately 140 clients with $84 billion in assets under management.
• Resolve complex technical and sensitive issues using strong organizational awareness.
• Develop strategies for continuous improvement and streamline operational activities, driving servicing efficiencies.

I work with business partners on the implementation of business plans and strategy and is responsible for structuring interaction, communication. Responsibilities include ensuring overall client satisfaction by managing day-to-day client facing administrative and all plan operational needs and requirements of the institutional client relationship. Provide.

Charlotte, North Carolina Area

• Analyze data to provide suggestions for improving processes/controls
• LEAN TIAA-CREF way – 2 day Prototype Design of new CCT process
• During LEAN provided $1.2 million in savings through combining teams
• Provided up to 80% efficiency in workflow for problem resolution and process
• Coordinate workflows and caseloads for up to 40 consultants
• Answer average of 30+ to internal customers calls a day relating to process, procedure, and problem solving and resolution of account issues.

Assisting our 3.3 million participants with things such as retirement planning, general allocation, service and sales.

Ba, Business

Activities and Societies: Varsity Soccer

Bachelor'S Degree, Business/Commerce, General

Activities and Societies: Varsity Soccer