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<pre>Array ( [var] => cut_url ) </pre> Resume for Joyce C. for Customer Support / Client Care / Financial Services in Marlton, New Jersey. Search More Resumes for Customer Support / Client Care on Resumark.com #QX5VHTCSX
 

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Resume for Joyce C. for Customer Support / Client Care / Financial Services in Marlton, New Jersey




Occupation: Customer Support / Client Care Industry: Financial Services
Country: United States City: Marlton
State: New Jersey ZIP: 08053



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Joyce C.

Charter Oak Lane Marlton, New Jersey

..  

RELATIONSHIP MANAGER: Retirement & Benefit Plans 

Senior financial services professional with over years of experience in relationship management, retirement planning, and investments. Proven ability to administer, analyze, and enhance portfolio performance for optimum bottomline results. Expertise cultivating executivelevel client/vendor relations and strategic partnerships to maximize satisfaction and retention. Versed in mentoring, motivating, and leading teams of employees in compliance with organizational goals and standards. 
 

CORE COMPETENCIES

Relationship & Asset Management Revenue & Profit Growth Client Advocacy & Persistency

Investment Reviews & Analysis Financial Product & Service Sales Strategic Business Plans

Defined Contribution & Defined Benefit Plans Market & Industry Trends Regulatory Compliance

Staff Development & Leadership Participant Communications Plan Demographics 
 

PROFESSIONAL EXPERIENCE 

Prudential Retirement / Cigna, Philadelphia, Pennsylvania    to

Financial services leader with over $ billion in assets under management and , global employees. Prudential purchased CIGNA’s retirement business in . 

Senior Relationship Manager

Cultivated executive level client partnerships to maximize service, satisfaction, growth, and retention in retirement planning arena. Led financial services team in strategic business and program plan review to meet investment and profit goals. Analyzed investment portfolios and industry trends to create solutions meeting client requirements. Supported sales process by responding to RFP’s and presenting at finals presentations. Delivered regulatory compliance testing, audit reports, and IRS filings. Resolved plan and participant transaction issues. 

  • Successfully managed over $ billion in plan assets across multiple key accounts.
  • Recognized for providing keen depth of industry knowledge, professionalism and a strong client service orientation.
  • Demonstrated  client focus by designing and implementing customized solution to achieve customers goals.
  • Mentored  newly hired colleagues based upon indepthproduct knowledge, leadership and training abilities.
  • Reversed $, vendor charge by identifying and correcting administrative error.
  • Developed and implemented employee communication, education, and information distribution strategies to enhance plan participation, deferrals, and awareness.
  • Effectively reduced costs through resource allocation and automation/edelivery tools.
  • Consistently achieved outstanding client satisfaction survey and reference results.
  •  

    CERTIFICATIONS AND LICENSING 

    ASPPA Certification:  Retirement Plan Fundamentals

    FINRA Series , , &

    Life Insurance Licenses – Pennsylvania, New Jersey, Delaware, Maryland, & DC 

    TRAINING & AFFILIATIONS 

  • Leading with Presence, Executive Conversations, Consultative Selling, Effective Negotiations
  • Plansponsor Retirement Professionals & Women in Pensions

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