Julian Uwazie
Summary
Experienced client engagement specialist with a 15-year track record of managing over $2.7 billion in assets. Proven ability to build strong relationships and deliver tailored client solutions for impactful results. Recognized for fostering team collaboration, adapting to changing needs, and thriving in fast-paced environments. Skilled in communication, problem-solving, and project coordination to achieve measurable outcomes. Highly valued for reliability, adaptability, and a results-driven approach that consistently exceeds expectations.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sr. Client Engagement Associate - Remote
Transamerica
07.2018 - Current
- Oversee administration services for our company's major clients, ensuring strong client relationships and aligning their goals with our organizational objectives.
- Actively assisting in new client acquisitions, mergers and retention efforts while maintaining current client satisfaction.
- Collaborating with clients and Client Executives daily to support their retirement needs and goals
- Organizing retirement education services by creating annual education plans and tracking target goals
- Participating in client benefit fairs to enhance plan participation and performance
- Providing prompt responses and updates for clients requests
- Developing tailored presentations to address client specific needs
- Establishing team Roadmap and quarterly objectives for our Client Engagement team
- Handing administration services for 40+ Retirement Plans, including various government-regulated plans (401k, 403b, 457b, 457f, Non-Erisa Plans)
- Overseeing daily operations for a major client with assets exceeding 1 billion dollars
- Achieving high Chatham Survey scores for client satisfaction
- Conducting sales presentations for potential large profile clients
- Restoring client relation's leading to retention of assets worth over 100 million dollars
- Receiving 'Raving Fan' Awards for exceptional service and support
- Mentored junior staff members to elevate their skills development while enhancing overall team performance
Individual Investor Specialist - Des Moines, IA
Principal Financial Group
05.2014 - 10.2014
- Engaging in fast-paced and goal-oriented call center environments to assist individuals in planning for successful retirement outcomes
- Providing advisory services for employer-sponsored retirement plans and annuity contract holders
- Developing tools like spreadsheets and brochures to ease the administrative burdens of retirement plan sponsors
- Ensuring compliance with Department of Labor & ERISA guidelines for retirement plan sponsors
- Conducting training sessions for new team members at our Iowa and Nebraska offices.
- Overseeing auditing and compliance tasks to ensure timely IRS reporting for retirement plans
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Retirement Data Support Associate - Des Moines, IA
Principal Financial Group
06.2010 - 05.2014
- Increased support quality with thorough troubleshooting and problem-solving techniques.
- Monitored employee and customer interactions to assess quality of service.
- Consistently met or exceeded performance metrics, showcasing dedication to providing exceptional support services.
- Balanced multiple tasks simultaneously, maintaining focus on delivering optimal outcomes for each client interaction.
- Delivered prompt resolutions to complex issues through effective escalation management and collaboration with specialized departments.
Education
Bachelor of Arts - Organizational Studies
University of Iowa
Iowa City, IAAssociate of Arts - Business Administration
Des Moines Area Community College
Des Moines, IAHigh School Diploma -
Roosevelt High School
Des Moines, IASkills
- Effective Client Engagement
- Excel Proficiency
- Proficient in Microsoft Word
- Microsoft PowerPoint Proficiency
- Proficient in Salesforce
- SharePoint Administration
- Proficient in Google Docs
Accomplishments
- Licensed Professional in Series 6 and 63
Certification
Registered Representative (Series 6 & 63)
Timeline
Sr. Client Engagement Associate - Remote
Transamerica
07.2018 - Current
Individual Investor Specialist - Des Moines, IA
Principal Financial Group
05.2014 - 10.2014
Retirement Data Support Associate - Des Moines, IA
Principal Financial Group
06.2010 - 05.2014
Bachelor of Arts - Organizational Studies
University of Iowa
Associate of Arts - Business Administration
Des Moines Area Community College
High School Diploma -
Roosevelt High School
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