Tom Shields Email & Phone Number

East Walpole, Massachusetts, United States

Formerly Customer Experience Specialist

Norwell, Massachusetts, United States

Boston, Massachusetts

- Responsible for facilitating the consolidation of rollover of assets from other financial institutions while coordinating and maintaining department reporting needs.- Responsible for following up on participant consolidation rollovers in a timely manner- Responsible for responding to emails and other participant inquiry in a timely manner- Works directly with financial intermediaries to ultimately channel assets into JH- Communicate with Third Party Administrators and Plan Sponsors to facilitate Consolidation and Rollover Education processes- Facilitates daily and weekly operational activities following department policies and procedures- Respond to routine inquiries from various teams both internal and external - Oversee data integrity requirements- Proactively share knowledge to ensure team objectives are met- Other duties as assigned

Boston, Massachusetts

Quincy, Massachusetts

Quincy, Massachusetts

Based in North Quincy, Massachusetts, BlueGrace Logistics Boston serves the logistics needs of customers throughout the United States and Canada. BlueGrace Logistics is your single source for Less Than Truckload (LTL) and Full Truckload (FTL) shipping needs, and our consulting services include packaging and transportation, freight quoting, financial settlement, auditing, tracking, customer service, and issue resolution.Role Purpose The Operations Support Specialist assists the Operation Department to ensure the customer’s account expectations are being met or exceeded. Core Duties and ResponsibilitiesThe following represents a list of essential duties and responsibilities. Other duties may be assigned as required.• Honor and adhere to BlueGrace Logistics’ Core Values at all times.• Communicate plans and progress with management on a regular basis.• Create and manage all customer and vendor shipments according to the SOP’s. • Take ownership of completion of Enterprise Account reports on a daily basis in accordance with the SOPs and deadlines.• Track and trace all shipments• Manage email communications with clients and vendors • Complete all reports in accordance with the SOP• Through written and verbal communications obtain information from carriers in order to complete the above listed reports.• Through written and verbal communications inform Enterprise Account Manager of any issues requiring further resolve.• Other duties as assigned by manager and special projects as needed

Greater Boston Area

Bachelor Of Business Administration - Bba, International Business

Activities and Societies: German Club, Intramural Sports, Ignatian Residential College (2015-16)

International Business

Semester-long Program from January to May 2017 in Berlin, Germany with classes pertaining to studying culture and economy.

Education record