Dynamic Key Partner Support Supervisor with proven expertise in team leadership and effective communication. Established streamlined processes and fostered strong partnerships, driving improved service delivery and employee performance.
Overview
9
9
years of professional experience
Work History
Key Partner Support Supervisor
Paychex Inc.
West Henrietta
01.2021 - Current
Lead a team of up to 17 individuals in delivering dedicated service and executing project work.
Establish employee performance benchmarks.
Manage escalations effectively.
Developed a 3(16) Support hub to streamline service and processes.
Fostered strong relationships with both internal and external partners.
Elite Partner Support
Paychex Inc.
West Henrietta
06.2017 - 01.2021
Conducted thorough investigations into 401(k) concerns, facilitating communication between service and operations departments to resolve issues.
Implemented and maintained the Raymond James 3(38) fee payment process and associated reporting.
Managed client relationships for 20 Elite Partners within Paychex.
Acted as a 401(k) Knowledge Coach, assisting two colleagues in advancing to contributor roles.
Provided mentorship to new team members within Advisor Support and the Project Team.
Financial Advisor Support Specialist
Paychex Inc.
West Henrietta
10.2016 - 06.2017
Achieved or surpassed daily service quality and performance metrics consistently.
Engaged with advisors to address issues and respond to product inquiries.
Supported the Elite Partner Support team with back-office projects, ensuring timely completion.