Marckline Semenard

Work History

SS&C GIDS, Inc.

10.2021 - Current

Oversee implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
Oversee large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.
Collaborate with cross-functional teams such as sales, plan design, plan setup and conversion teams to ensure a smooth execution of multiple concurrent projects.
Manage stakeholder expectations through clear communication of goals, objectives, and timelines.
Manage approximately 25 to 40 implementation projects simultaneously with minimal supervision, demonstrating strong organizational skills and adaptability.
Coordinate client conference calls and client meetings to provide plan status and updates to implementation process and communicate implementation status to all interested parties.
Establish effective communication channels between internal teams and external clients to facilitate smooth project execution.
Enhance client satisfaction by proactively addressing concerns and questions regarding plan conversion issues, systems capabilities and special processing.
Help develop comprehensive training materials for new Implementation Managers, improving onboarding efficiency and team cohesion.
Participated in mentoring junior staff members through hands-on training sessions.

DST Systems

09.2016 - 10.2021

Managed all aspects of the installation process for small TPA, Conversions and Startup plans.
Managed client expectations to avoid any disconnects with process and timing standards.
Established clear project milestones and deliverables, ensuring timely completion of tasks and transparent communication to stakeholders.
Served as a subject matter expert for both internal teams and clients during the implementation process, providing guidance and clarification when needed.
Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
Streamlined implementation processes by effectively collaborating with cross-functional teams and project stakeholders.
Worked well in a team setting, providing support and guidance.
Demonstrated respect, professionalism and willingness to help wherever needed.

DST Systems

06.2008 - 09.2016

Coordinated the Termination process of Retirement plans on Multi clients.
Oversaw the Abandonment process by working diligently with the DOL and the Qualified Termination Administrator (QTA).
Processed Financial Plan Level Maintenances.
Set up and Coordinated the Conversion of new Retirement plans.
Collaborated with upper management to drive strategy and implement new processes.
Communicated and explained business requirements to team members to understand and implement functional demands.
Successfully migrated historical data from prior record keeping systems to our platforms without compromising data integrity or continuity of operations.
Provided ongoing support to users post-conversion, troubleshooting issues and implementing necessary updates or fixes.
Reduced data errors by implementing comprehensive validation checks during the conversion process.
Ensured timely completion of projects by managing resources effectively and coordinating with team members on task allocation.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Organized and detail-oriented with a strong work ethic.
Developed and maintained courteous and effective working relationships.

Boston Financial Data Services

07.2007 - 06.2008

Provided support to the Retirement Plan Phone team.
Researched and Resolved issues due to internal and external errors.
Facilitated client's requests for statements reports and documents.
Monitored flow of client's inquiries and participated in different projects to streamline work processes.
Increased customer satisfaction through prompt responses to inquiries, consistent follow-ups, and excellent problem-solving skills.

Boston Financial Data Services

06.2006 - 07.2007

Collected, arranged, and input information into database system.
Utilized advanced analytical skills in order to resolve complex operational issues effectively.
Updated Participants' Retirement Accounts.
Processed Financial Transactions.
Processed Participants New Account Set Up.
Performed various requests as received on a Participant level.

Boston Financial Data Services

06.2002 - 06.2006

Streamlined call response times for improved customer experience through effective communication techniques.
Contributed to team success, consistently achieving call center performance metrics.
Coached New Associates.
Created and Maintained written procedures.
Processed and Maintained Shareholders' accounts.
Provided Customer Service assistance as needed.