Bo Smith, QKA®

Client Relationship Manager/Client Service Manager at July Business Services
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Contact Information
us****@****om
(386) 825-5501
Location
Waco Area
Skills

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5.0

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Kive I. Strickoff, CPA, AIF®

I have been working with Bo for the past several years, on the 401K and Pension needs of our mutual clients. I have found his advise and follow-up to be superior, his demeanor to be both friendly and professional, and it continues to be a pleasure to work with him. I couldn't ask for a better "partner" to team with in the service of my clientele.

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Credentials

  • Life and Health Agent
    Texas Department of Insurance
    Jul, 2017
    - Nov, 2024
  • Qualified 401(k) Administrator (QKA)
    American Society of Pension Professionals and Actuaries
    Nov, 2014
    - Nov, 2024

Experience

  • July Business Services
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Manager/Client Service Manager
      • Dec 2009 - Present

      Build strong relationships with clients and advisers. Respond to plan sponsors and advisers questions related to all aspects of their retirement plan. Proactively request information and alert clients to plan operational and compliance matters. Utilize strong communication and service skills to meet or exceed the needs of clients. Serve as the primary contact for retirement plan sponsors and advisers. Prioritize, research and resolve client issues related to technology, plan operation, compliance and other matters. Interact with other plan service providers to coordinate a high quality client experience. Show less

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Manager
      • Aug 2002 - Jul 2009

      Responsible for bottom line growth of Branch quarter on quarter / year on year. Manage and control P&L / expense activities.Led and monitored collection activities to reduce loses. Build an annual Branch business plan that leverages on key product lines and relationship deepening opportunities. Increase branch efforts in key areas of lending for growth in mortgage and personal lending. Maintain acceptable operating standards with particular attention paid to quality of work, cost efficiencies, compliance with institutional policies and procedures, and local regulations.To ensure compliance with respect to daily review of lending applications, monthly/quarterly compliance requirements, and regulatory requirements on all related activities. Demonstrate strong leadership skills by building effective working relationships within and outside of peer group, and within the community that contribute to the financial performance of the Branch. Recognize that the team delivers the results by focusing on hiring, developing, training and coaching a high performing team in accordance with established capacity planning. Monitor quality and timeliness of service delivery to ensure client satisfaction and maximize sales. Plan and implement service strategies and capacity requirements to achieve service standards and goals. Actively champion all Citi initiatives within the Branch and the local community. Develop and encourage individual involvement in the community. Show less

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Insurance Agent
      • Sep 2001 - Aug 2002

      Insurance and financial product sales and service. Insurance and financial product sales and service.

  • Clarion Inn & Suites
    • Hospitality
    • 1 - 100 Employee
    • Corporate Sales Manager
      • Sep 2000 - Sep 2001

      Sales of accommodations and meeting facilities. Sales of accommodations and meeting facilities.

  • H-E-B
    • United States
    • Retail
    • 700 & Above Employee
    • Service Director
      • Jun 1992 - Jun 2000

      Service Director - Create an effective service team environment for staff of 75 employees. - Direct the traffic flow of customers through check-out lanes - Manage efficient break and lunch schedules for service Partners - Approves and reviews financial transactions - Prepare work schedules for department - Provides work direction and training to other departmental personnel - Directly supervises 4 to 6 manager staff in the department - Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws - Responsibilities include training employees; directing work; addressing complaints and resolving problems - Compliance with departmental SOPS and store operating procedures - Assist with inventory control; loads, unloads, and moves product - Merchandises products effectively - Provide excellent customer service - Answers customer questions regarding products and assists them with selections - Uses suggestive selling techniques to meet customer needs and build department sales - Direct staff to clean and sanitize sales floor, display cases, prep areas and equipment - Performs duties of Representative and Specialist frequently Show less

Education

  • Baylor University
    Bachelor of Arts (B.A.), Business/Corporate Communications
    2000 - 2002
  • Grand Canyon University
    Master of Public Administration - MPA
    2019 - 2021
  • Mclennan Community College
    Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
    1987 - 1989

Community

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