Amanda McCarthy
Kailua
Summary
Dynamic Client Relationship Manager with proven success at The Retirement Advantage Inc., excelling in relationship management and conflict resolution. Adept at enhancing client satisfaction through effective communication and solutions-oriented strategies, resulting in improved retention rates. Proficient in Salesforce, leveraging problem-solving skills to address complex client needs and drive value.
Overview
21
21
years of professional experience
Work History
Client Relationship Manager
The Retirement Advantage Inc.
Kailua
05.2025 - Current
- Developed and maintained strong client relationships through regular communication.
- Assisted clients with inquiries and provided timely support for their needs.
- Coordinated meetings between clients and internal teams to address concerns.
- Collaborated with sales teams to align client needs with service capabilities.
- Managed documentation of client agreements and ensured compliance with policies.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Provided timely responses to customer inquiries, requests, and complaints.
- Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
Intermediate Account Manager
TAG Resources
Kailua
06.2023 - 05.2025
- Provide support for daily administration of retirement plans.
- Identify customer expectations and develop a strong working relationship.
- Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention.
- Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
- Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for clients.
- Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements.
- Research complex issues and provide solutions.
- Maintain knowledge of laws and regulations.
Specialist
FIS Global
01.2005 - 01.2010
- Build and maintain key relationships with internal business partners at all levels of management, top producers high net worth shareholders.
- Handle complex servicing issues such as call escalations, fraud, and internal/external security incidents, and act as a liaison between multiple divisions for difficult issues or problems.
- Research accounts and type up complex adjustment cases.
- Calculate dividend payouts.
- Serve as an expert and team lead within the department while working closely with advisors, and shareholders.
- Train and educate other co-workers on best practices with establishing and continued maintenance of various account types.
- Read and interpret legal documents such as Power of Attorney, Letters Testamentary, Trust documents and corporate documents.
- For Franklin Templeton
Sr. Associate • Transfer Agent
Franklin Templeton
- Answer routine customer inquiries on their investment accounts, trusts and retirement plans such as SEP, SIMPLE, Roth, Traditional IRA, 403b, Coverdell ESA and 529.
- Review and apply information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, each investment funds prospectus and the firm's policies and procedures.
- Process routine monetary and non-monetary trade and research requests for internal teams and valued clients.
- Detect and report red alarms and unusual requests to flag accounts and transactions that violate policies and procedures for verification and authorization purposes.
Associate • Transfer Agent
Franklin Templeton
- Answer routine customer inquiries, articulate customer concerns/issues and contribute solutions within scope of work via inbound and outbound calls.
- Process routine monetary and non-monetary requests.
Education
High School -
Dixie High School
Saint Petersburg, FLSkills
- Relationship management
- Conflict resolution
- Solutions-oriented mindset
- Effective communication
- Problem-solving skills
- Time management
- Salesforce proficiency
References
Available upon request
Timeline
Client Relationship Manager
The Retirement Advantage Inc.
05.2025 - Current
Intermediate Account Manager
TAG Resources
06.2023 - 05.2025
Specialist
FIS Global
01.2005 - 01.2010
Sr. Associate • Transfer Agent
Franklin Templeton
Associate • Transfer Agent
Franklin Templeton
High School -
Dixie High School