Charles Brunn

Managed the client service experience with accountability for complex, high profile clients. These clients included defined contribution and non-qualified deferred compensation programs, related investment products and platforms, in-plan advice, expanded advice and executive services. Responsible for ensuring ongoing client satisfaction, willingness to be a reference and profitability.

• Managed 8 client relationships which accounted for over $18 billion in assets; 70,000 participants and $16 million in annual revenue.
• Identify clients' needs and develop an annual service and strategy review plan
• Provide firm and industry thought leadership, identify and communicate relevant trends and benchmarking data
• Identify new business opportunities and effectively sell other business product, services and platform solutions
• Identify and engage the appropriate subject matter experts within the firm to assist with appropriate client discussions to achieve successful outcomes

Responsible for supporting the sales process with technical information for RFP responses, participation in sales final presentations and client sales visits. Responsible for conversions of the highest profile clients and plans, executed in order to meet and/or exceed client expectations for exceptional client service.

• Rated "excellent" by clients using service criteria that included timeliness, attention to detail and overall positive experience
• Ensured compliance of clients' Plan provisions with laws and regulations through review and consultations
• Negotiated legal contracts with clients' ERISA attorneys and Plan Consultants

• Responsible for the administration of Defined Contribution, Defined Benefit, Target Benefit and ESOP plans for approximately 35 client relationships.

• Involved in the full cycle of acquiring and managing retirement plan clients from sales to account management

• Primary focus was employee benefit administration and tax and consulting services for over 50 clients

• Primary focus was accounting and tax services