Summary
Overview
Work History
Education
Skills
Timeline
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Nancy Wallace

Cedar Rapids,IA

Summary

Client-focused onboarding professional specializing in Mid-Market retirement plan installations and conversions. Recognized for building strong partnerships with plan sponsors, financial advisors and internal teams to deliver smooth, compliant and timely onboarding experiences. Passionate about providing exceptional service, solving complex problems, and helping clients achieve long-term success in their retirement programs.

Overview

9
9
years of professional experience

Work History

Client Onboarding Manager

Transamerica
04.2023 - Current
  • Create project plans to meet deliverable dates and timetables.
  • Manage relationships with executive contacts of plan sponsors, financial advisors, and third-party record-keepers throughout the installation process.
  • Oversee and monitor record-keeping setup, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
  • Reconcile wires received and provide allocation instructions to new fund line-up based on fiduciary instructions
  • Ensure plans are in compliance with federal and state legislation; identify and discuss non-compliance provisions or operational issues with plan sponsors, third party administrators and/or financial advisors.
  • Experience with MEP and SEP plans.

Intermediate Customer Service Specialist

Transamerica
10.2018 - 04.2023
  • 2x promoted
  • Experience with Mid-Market, Large Market and Mega Market retirement plans.
  • Documented conversations with customers to track requests, problems and solutions
  • Maintained strong call control and quickly worked through scripts to address problems
  • Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction
  • Coordinated with cross-functional departments to obtain and/or provide necessary information to resolve issues.

Shift Supervisor

Hyvee
06.2016 - 01.2020
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
  • Delegated work to staff, setting priorities and goals
  • Trained and mentored team members, fostering a collaborative work environment and enhancing performance.
  • Trained new employees and delegated daily tasks and responsibilities.

Education

High School Diploma -

Prairie High School
Cedar Rapids, IA

Skills

  • Microsoft Office (Excel, PowerPoint)
  • Salesforce
  • Payroll Integration
  • ERISA Expertise
  • Strategic Thinking
  • Project Management
  • Client Relations
  • Process Optimization
  • Team Coordination
  • Data Gathering and Organization

Timeline

Client Onboarding Manager

Transamerica
04.2023 - Current

Intermediate Customer Service Specialist

Transamerica
10.2018 - 04.2023

Shift Supervisor

Hyvee
06.2016 - 01.2020

High School Diploma -

Prairie High School

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Nancy Wallace