Noah Wheeler
New Glarus
Summary
Highly motivated and reliable professional with over 7 years of experience in the finance industry, demonstrating exceptional attention to detail and a commitment to delivering personalized service.
Overview
8
8
years of professional experience
Work History
Client Service Manager - Ops - NQ
Principal Financial Group
05.2022 - Current
- Serve as a primary point of contact for clients, addressing inquiries, providing timely updates, and resolving concerns to ensure client satisfaction
- Utilize Excel, SQL, and various data management systems to compile and generate accurate, on-time financial reports for clients
- Collaborate with cross-functional teams (consulting, IT, product management etc.) to optimize operational efficiency and drive performance
- Conduct in-depth research and analysis of reporting data to identify variances, providing actionable insights to resolve client concerns and improve service
- Effectively prioritize and manage multiple tasks simultaneously, ensuring timely and accurate completion
Client Service Specialist - NQ
Principal Financial Group
10.2021 - 05.2022
- Delivered exceptional client service by collaborating with team members to efficiently process time-sensitive financial transactions
- Utilized Excel to manipulate and organize census data, ensuring quick access for colleagues, clients, and plan participants
- Monitored daily trading activities and prioritize tasks to ensure Service Level Agreements are consistently met
Annuity Technician
Principal Financial Group
03.2021 - 10.2021
- Processed variable/fixed annuity financial and service requests
- One of a select few that tested and performed tasks on new processing applications (ALIP)
- Cross-trained and provided back up for team leads
- Consistent top monthly performer in both efficiency and quality
Retirement Specialist
Principal Financial Group
09.2019 - 03.2021
- Acquired in-depth knowledge of qualified and non-qualified defined benefit and contribution retirement plans
- Provided guidance to plan participants on investment options and available account services
- Managed high volumes of customer inquiries, handling up to 60 requests daily
- Resolved complex issues and challenging situations for both participants and team members
- Received multiple commendations from participants for delivering exceptional customer service
Transporter
Mary Greeley Medical Center
01.2017 - 08.2019
Transported patients by cart, bed, or wheelchair using correct and safe transfer techniques. Made systematic rounds to and from nursing areas to pick up lab specimens and central supply equipment delivering items to their appropriate areas within the medical center.
- Worked extensively with Epic-based software
- Warmly interacted with numerous and diverse patients and visitors
- Communicated and coordinated with multiple hospital departments, ensuring patient well-being and a positive inpatient experience
Education
Bachelor of Arts -
Iowa State University
Ames, IA2019
Associate of Arts -
Des Moines Area Community College
Ankeny, IA2016
Math
Hannibal-LaGrange University
Hannibal, MOSkills
- Computer proficient
- Ability to multitask
- Quick learner
- Experience with file & record maintenance
- Proficient in Financial Data Handling
- Excellence in technology implementation
- Well organized with excellent time management skills
- Detail oriented
Relevant Coursework
COM S (Spreadsheets and Databases)- Used Microsoft Excel and Microsoft Access databases to input, store, process, manipulate, and analyze data for business and industrial applications.
ECON (Micro/Macro Economics)- Analyzed resource allocation, opportunity cost, comparative and absolute advantage, supply and demand, marginal analysis, theories of production and consumption, pricing, and the market system.
ACCT (Financial Accounting)- Studied the concepts and procedures of financial accounting from a user perspective. The course examined the accounting cycle, business terminology, basic control procedures, and the preparation and evaluation of financial reports.
BUSAD (Business Administration)- Examined the functional areas of business and how those areas are integrated for the purpose of implementing business strategy, utilizing decision-making tools such as spreadsheets and databases.
STAT (Business Statistics) Obtained, organized, and presented statistical data combined with the use of computers to visualize and analyze data.
TSM (Solving Technology Problems)- Studied how to solve problems with technology and present solutions through data analysis and technical report writing.
MGMT (Management of Organizations)- Learned what managers do in organizations; how they relate to external constituents; how they structure their companies; how they lead employees; and how to increase the effectiveness and efficiency of organizations in today's organizational dynamics.
Affiliations
Letter winner in the following high school athletics:
Cross Country- 3x
Basketball- 2x
Track- 2x
Team-captain in the following athletics:
Cross Country- 2x
Basketball- 2x
Track- 2x
Scholarships/awards:
Ballard High School Honors Diploma
Edward Jones Investments by DeAnn Thompson Scholarship
Hannibal-LaGrange University Presidential Academic Scholarship
Hannibal-LaGrange University Track Athletic Scholarship
Hannibal LaGrange University Cross Country Athletic Scholarship
SIUE Cougar Pride Scholarship
Timeline
Client Service Manager - Ops - NQ
Principal Financial Group
05.2022 - Current
Client Service Specialist - NQ
Principal Financial Group
10.2021 - 05.2022
Annuity Technician
Principal Financial Group
03.2021 - 10.2021
Retirement Specialist
Principal Financial Group
09.2019 - 03.2021
Transporter
Mary Greeley Medical Center
01.2017 - 08.2019
Bachelor of Arts -
Iowa State University
Associate of Arts -
Des Moines Area Community College
Math
Hannibal-LaGrange University
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