Sharon Hill Email & Phone Number

Morrisville, North Carolina, United States

Senior Level Client Success Manager that manages the entire customer experience by establishing great relationships as a trusted advisor that consistently delivers excellent customer service and satisfaction.

Cary, North Carolina

• Left work voluntarily to care for daughter

• Performed administrative, operational, and transactional services for DC plans while working both in-office and telecommuting.
• Researched, analyzed, and interpreted data for plan sponsors to assist in resolving operational or regulatory issues by providing subject matter expertise on administration and compliance.
• Managed day-to-day operational activities to ensure timely processing of transactions such as but not limited to distributions, withdrawals, loans, plan payroll funding, RMDs, QDRO, cash sheet supervision, and service.
• Performed servicing tasks to adhere to plan servicing agreement and regulatory guidelines such as but not limited to cash outs, reject corrections, fee collection, portfolio defaults, fund changes, monthly, quarterly.
• Partnered with conversion and de-conversion team to assist with the transfer of plan assets and participant account records.

Cary, NC

Left work voluntarily to care for parents.

• Consulted with High Net Worth institutional participants in DC, DB, and Non-Qualified environment to maximize their retirement potential.
• Informed Participants of IRS and DOL regulations for DC, DB, and NQ plans in order to mitigate risk to customer and Firm.
• Alleviated concerns by answering questions regarding plan specific information using resources such as plan documents, amendments and provisions.
• Performed administrative task in order to resolve inquires, errors, and process improvements by partnering with plan administrators and business contacts.
• Researched, analyzed, and interpreted data to help High Net worth employees understand all aspects of distributions including tax consequences and the possibility of loss of assets.
• Facilitated annual enrollments in order to be sure deadlines were met and proper expectations set prior to making an irrevocable decision.

• Consulted with employees in order to recommend financial solutions to suit a variety of short- and long-term retirement goals, financial situations, time horizons, and risk tolerance levels.
• Ensured compliance with internal and external policies, guidelines, rules, and regulations.
• Prepared financial plans and other financial reports based on data collected from employees designed to provide a strategies for meeting retirement goals.

Research Triangle Park, NC

• Delivered individualized customer service through enrollment, education on new and existing products and services, contribution increases, distribution options and maintenance.
• Processed withdrawals, loans, and investment mix suitability changes based on individual needs and tracked transactions to ensure settlement.

• Performed business development strategies through seminars, community involvement and referrals from business partners to establish and maintain a client base.
• Consulted with clients to provide financial solutions for financial protection, retirement funding, long term care funding, estate conservation, and business succession funding based on unique situations and assisted.

• Managed client projects to ensure tasks were completed on time, within budget and to the satisfaction of management.
• Implemented project stages-definition and proposal, overview planning, detailed planning and scheduling, implementation, and post implementation review to maximize effectiveness and efficiency.
• Coordinated communication, training, and motivation based on needs of relevant staff.

Managed, scheduled, and coordinated day-to-day office operations such as financial reporting, human resources, client satisfaction, and business-vender relations.

Developed and delivered training curriculums that incorporated industry awareness, corporate overview, product knowledge, “hands-on” learning activities, and systems training.

Raleigh, NC

Supervised day to day logistics of 19 soft skills courses and designed and delivered training sessions to Project Managers that improved team building and conflict resolution skills.