Assisted in the development and implementation of process improvements, contributing to a reduction in processing time for retirement account transactions.
Supported client onboarding and maintenance for retirement accounts, including 401(k), IRA, and pension plans, ensuring timely setup and adherence to plan specifications.
Collaborated with cross-functional teams to streamline retirement account processing workflows, improving efficiency and reducing errors.
Utilized financial software to update and maintain participant records, ensuring accurate account balances and transaction history.
Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
Serviced internal and external broker accounts.
Supported new business and opening accounts.
Member Service Coordinator
PSCU Financial Services
Remote
07.2018 - 08.2022
Managed membership databases, including data input, updates, and generation of reports, ensuring accuracy and compliance with organizational standards.
Provided exceptional customer service by addressing member inquiries, resolving issues, and ensuring a positive experience.
Conducted member onboarding to introduce them to the organization's benefits and services.
Provided training and support to new staff members, ensuring they were well-equipped to deliver high-quality service to all members.
Served as central point of contact between various partners by providing ongoing communication between all parties to ensure timely implementation of client initiatives.