Kurt A. Skrede
St. Petersburg,Florida
Summary
EDUCATION
A dedicated client service professional with comprehensive experience in managing client accounts and delivering exceptional service. Known for enhancing client relationships and driving team performance. Committed to adaptability and achieving consistent results through strong collaborative efforts.
Overview
28
28
years of professional experience
Work History
Senior Client Service Associate
Fidelity Information Services - FIS
02.2022 - 12.2024
- 529 College Savings Plans Back Office Operations verifying customer requests to ensure information is correct, in good order, and took appropriate actions
- Subject Matter Expert for 529 plans exchanges and redemptions providing knowledge, insights to the team and working directly with team members
- Submitted suggestions on how improvements can be made to workflow, procedures and literature updates
Customer Operations Senior Associate
Franklin Templeton Investments
06.1997 - 01.2022
- Responsible for callbacks and processing redemptions, purchases, and exchanges of all retirement plans and 529 plan types within Franklin Templeton
- Doing research when necessary to conform to governmental regulations and the internal compliance of accounts
- Train associates on more complex types of monetary transactions such as forfeiture allocations, beneficiary distributions and excesses
- Build and maintain relationships with other departments on more complex service issues
- Subject Matter Expert for the 529 Plans
- Resolved the Annual Maintenance Fee Sweep Project annually by researching and ensuring that all outstanding retirement accounts with maintenance fees pending are properly applied with the correct dollar amount
- Researched, updated and validated the Requirement Minimum Distribution Validation Project annually at year end
- Ensured various backup systems and programs of the organization functional during the annual Disaster Recovery Testing Project
- Resolved several issues in various Mutual Fund Merger Projects that may stop a merger from becoming completely successful
Education
B.A. - Multinational Corporate Studies, Finance, Spanish
Upsala College
05-1991
Skills
- Data analysis capabilities
- Time management mastery
- Team leadership qualities
- Conflict resolution
- Decision-making prowess
- Process improvement initiatives
- Mutual funds
- Retirement needs
- Mutual funds understanding
- Planning for retirement
- Teamwork
- Analytical skills
- Financial transactions
- Financial reporting
- Account management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Senior Client Service Associate
Fidelity Information Services - FIS
02.2022 - 12.2024
Customer Operations Senior Associate
Franklin Templeton Investments
06.1997 - 01.2022
B.A. - Multinational Corporate Studies, Finance, Spanish
Upsala College
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