Alexandra Martens
Gilbert,AZ
Summary
Driven by exceptional relationship-building skills, I significantly enhanced project delivery efficiency at The Retirement Advantage Inc. by fostering collaboration between teams and partners. My expertise in customer relations and excellent responsiveness led to improved client satisfaction and operational enhancements, including compliance and account management innovations. Building relationships between the clients and advisors is notably the most important role as a Client Relationship Manager.
Overview
7
7
years of professional experience
Work History
Client Partner Relationship Manager
The Retirement Advantage Inc.
01.2022 - Current
- Enhanced collaboration between internal teams and external partners, leading to improved efficiency in project delivery.
- Mentored new CRM's on best practices for building strong relationships with clients while also achieving organizational objectives, while providing details our our current procedures and systems.
- Conducted regular performance reviews for each account, ensuring all contractual obligations were met and identifying areas for improvement or corrections.
- Strengthened client relationships by proactively addressing concerns and providing tailored solutions to their needs.
- Actively join webinars to strengthen knowledge of changes in laws and Secure 2.0.
Client Relationship Manager
Pension Design, Inc.
02.2017 - 01.2021
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Submission of payroll deposits
- Compliance testing and 5500 filing
Education
No Degree - Accounting And Business Management
Grand Canyon University
Phoenix, AZSkills
- Performance Analysis
- Data-driven Insights
- Financial Acumen
- Customer Relations
- Training and mentoring
- Account Management
- Research and due diligence
- Customer Service
Timeline
Client Partner Relationship Manager
The Retirement Advantage Inc.
01.2022 - Current
Client Relationship Manager
Pension Design, Inc.
02.2017 - 01.2021
No Degree - Accounting And Business Management
Grand Canyon University