Robin Lavin Email & Phone Number

*Oversaw a diverse portfolio of ten high-value clients with defined contribution and non-qualified plans, with assets up to $1B*Strengthened client and consultant relationships, achieved product/services targets and introduced innovative products*Ensured fiscal accountability while balancing client loyalty*Interact extensively with internal departments to manage service delivery, resolve client issues and ensure client satisfaction *Superior attention to detail and time management

*Ensured that all confidential client data was protected and secured to ensure against unauthorized access. *Supervised assigned team to providing coaching, feedback and performance reviews. *Achieved stated service levels by consistently meeting and exceeding departmental objectives. Regularly communicated results to leadership team including recommendations for improvement. *Managed development of associates to enhance knowledge and career progression.

*Responsible for daily management of 15 client relationships*Supported client meetings using effective communication and presentation skills*Project oversight in areas such as conversion, plan mergers, acquisitions and education campaigns*Ensured client satisfaction by utilizing internal & external resourcesAdditional role at Vanguard: Communication Associate