Experience

July Business Services

• Financial Services
• 100 - 200 Employee

• Client Service Manager

  • Sep 2021 - Present

  Waco, Texas, United States



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Sr. Retirement Plan Account Manager

  • Nov 2016 - Sep 2021

  Quincy, MA



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Client Services Analyst II

  • Jan 2015 - Oct 2016

  Norwood, MA



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Quality Assurance Analyst

  • Oct 2009 - Dec 2014

  Westwood, MA Leveraged 13+ year tenure with premier investment management firm to serve in most recent role reviewing end user business requirements, determining testing needs, and participating in project meetings. Analyzed and created test plans and solutions for new processes and defects. Evaluated developer changes and conducted tests in role of end user.

• Client Account Manager

  • Mar 2006 - Oct 2009

  Westwood, MA Promoted to manage large corporate market clients. Researched and identified system issues related to contributions, distributions, loans, quarterly matches, and statements. Partnered with executive leadership and senior management to achieve objectives. Planned, organized, and led key client meetings to communicate processes and identify needs.

• Plan Specialist

  • Mar 2003 - Mar 2006

  Westwood, MA Provided exceptional service to more than 30 institutional clients. Productively ran reports for compensation updates, plan audits, and compliance testing. Conducted research and resolution of staff and client issues to include questions on plan rules, IRA and ERISA regulations, and participation accounts. Managed records systems, compiled reports, and wrote correspondence. Coordinated effectively with other departments to complete projects and assignments.

• Participant Administrator

  • Feb 2001 - Mar 2003

  Westwood, MA Accurately processed participant loans, distributions, contributions, and quarterly company matches. Compiled and submitted general reports for client review. Processed loan defaults for participant loans exceeding terms or ceasing payments.



CitiStreet

• Financial Services
• 100 - 200 Employee

• Participant Administrator

  • Jun 1999 - Feb 2001

  Braintree, MA Coordinated with Trust department to complete employee stock ownership trades and place buy and sell requests for participants. Efficiently processed participant loans, distributions, contributions, and quarterly company matches. Compiled daily balance reports and wrote correspondence. Ran general reports for client review.