Experience

Schwab Retirement Plan Services

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Specialist-Project/Change Management

  • Sep 2004 - Present

  Richfield, Ohio Accountable for the implementation of initiatives that affect client facing employees. Develop and distribute business partner communications via internal media news channels. Represent Workplace Financial Services organization on crisis communication efforts and cross organization initiatives. Provide monthly and quarterly Leadership statistical reporting.

• Client Services Department –Senior Analyst -Service Strategy & Review

  • Feb 2005 - Oct 2010

  Richfield, Ohio Responsible for the creation of client materials, extracting, analyzing retirement plan data, and working with a variety of client service managers to deliver quality products/services. Manage daily workflow and use discretion in setting priorities to meet assigned deadlines with our direct and indirect servicing partners. Understand and apply Plan document information, ERISA regulations, and retirement/investment product offerings to client materials. Verify data… Show more Responsible for the creation of client materials, extracting, analyzing retirement plan data, and working with a variety of client service managers to deliver quality products/services. Manage daily workflow and use discretion in setting priorities to meet assigned deadlines with our direct and indirect servicing partners. Understand and apply Plan document information, ERISA regulations, and retirement/investment product offerings to client materials. Verify data with superior attention to detail before creating final materials for print.



KeyBank

• United States
• Banking
• 700 & Above Employee

• ACATS Department Supervisor

  • Feb 1999 - Sep 2004

  Cleveland/Akron, Ohio Area Manage multiple tasks effectively by balancing high productivity with excellent service quality Supervised a staff of eight employees. Tracked staff time to ensure proper coverage of assignments. Assisted Investment Consultants and their Associates with escalated inquiries or problems regarding new or existing account transfers between brokerage firms. Processed payroll and Paid Time Off (PTO) requests. Provided employee review evaluations. Communicated understanding… Show more Manage multiple tasks effectively by balancing high productivity with excellent service quality Supervised a staff of eight employees. Tracked staff time to ensure proper coverage of assignments. Assisted Investment Consultants and their Associates with escalated inquiries or problems regarding new or existing account transfers between brokerage firms. Processed payroll and Paid Time Off (PTO) requests. Provided employee review evaluations. Communicated understanding to staff of any Regulatory /Legislative guideline updates. Worked closely with Risk Management to ensure proper procedures are in place for suspense reporting. Developed Automated Customer Account Transfer (ACAT) Department business continuity recovery plan and maintained updates. Prepared department performance reports, tracking and reporting statistics. Show less