Joe Dowling Email & Phone Number

Executes new client integration, including but not limited to technical, communication plan and system initiatives.Schedules and hosts recurring meetings with clients and performs review of all communication materials Immediately identifies and communicates any issues that may affect the plan transition and potential risk to clientInteracts with clients, team members and internal departments to ensure success in conversions processEnsures receipt of signed documents, consults with clients and attorneys on document related questions or concerns

Supported clients through phone, letters and emails to deliver efficient and responsive resolutions to requestsDetermined vested benefits, reconciled trust assets including participant loan payments and contributions Studied for and obtained ASPPA Retirement Plan Fundamentals Certificate to further professional developmentResolved internal intra-departmental requests and managed recurring projects and tracked through completion

Roseville, California, United States

Promoted company loyalty program, credit card, and warranty salesUpheld company standards for merchandise presentationCreated a positive customer experience through customer engagementDemonstrated integrity and attention to detail through efficient cash handlingMaintained an accurate back-end log of inventory and sales for future purchasing decisions

Chico, California, United States

Consulted with clients to determine financial needs and goals for personal growth plansOffered detailed, research-based advice on strategies to meet clients needsStudied for and obtained a Series 7 licenseCompiled, sorted, and verified the accuracy of reports against source documents and re-entered data in verification