Patricia McDonald
MassMutual; Empower
Plymouth,MA
31
years of professional experience
Results-driven professional with over 20 years in Retirement Services, specializing in client service, project management, and leadership. Consistently delivers innovative solutions and builds strong client relationships while managing complex projects. Expertise in aligning strategies with organizational goals for effective performance.
Work History
Server
4 Years 6 Months- Facilitated exceptional dining experiences to uphold restaurant's premium standards.
- Provide exceptional customer service in an extremely fast- paced environment
- Executed comprehensive setup and breakdown of function events
- Collaborated with kitchen staff to ensure timely food preparation and delivery.
- Assisted in training new servers on menu knowledge and service protocols.
- Maintained cleanliness and organization of dining area for optimal guest experience.
Client Service Mangager
10 Years 2 Months- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with cross-functional teams to enhance service delivery and operational efficiency.
- Developed new employees and ongoing performance assessment of current employees.
- Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Performed duties and provided service in accordance with established operating procedures and company policies.
Caregiver
7 Years 1 Month- Provided compassionate care and support to clients, enhancing their daily living experiences.
- Assisted with personal hygiene tasks, ensuring dignity and comfort for all clients.
- Developed and maintained individualized care plans tailored to client needs and preferences.
- Trained new caregivers on best practices for patient care and safety protocols.
- Monitored client health and reported changes to healthcare professionals promptly.
- Implemented activities that stimulated mental engagement and improved quality of life for clients.
- Fostered strong relationships with clients, families, and healthcare providers to enhance communication.
Senior Team Leader
9 Years 11 Months- Supervised and coached a team of six employees, Serviced 5 defined contribution plans
- Set workflow priorities that ensured maximum efficiency and compliance with regulatory agencies and company standards
- Acted as the point person for client plan enhancements, project planning, and reporting & testing analysis
- Developed successful client relationships through site visits and presentations
- Delivered organizational training for existing staff and new hires
- Facilitated organizational training for existing staff and new hires, improving onboarding experience and team effectiveness
Technical Administrator/Plan Administrator
3 Years 8 Months- Managed money movement and daily transaction processing using Omni software.
- Researched and provided timely responses to participant inquiries, enhancing user satisfaction and engagement
- Responsible for the money movement and daily transaction processing using Omni software
- Coordinated annual operational events including stock proxies, Required Minimum Distributions, Non Discrimination Testing, 5500 tax reporting, and annual audits to ensure compliance and operational efficiency
- Contributed to special project and system initiatives task forces.
Education
Bachelor of Science - Business Administration
Skills
Microsoft Excel
Microsoft Word
Google Calendar; Engagement management; Case management; Plan service center; Point of Sale software; Restaurant Software software; Service Coordination software; Menu Management software; Inventory Management software
CSAS
Cirrus
Food safety practices
Cash handling
Guest engagement
Professional appearance
Inventory Management
Strong work ethic
Timeline
Server
Solstice Restaurant
04.2022 - CurrentRead More
Client Service Mangager
MassMutual; Empower
08.2016 - CurrentRead More
Caregiver
Multiple
07.2009 - 08.2016Read More
Senior Team Leader
Mercer HR Services (Formerly Putnam Investments)
08.1999 - 07.2009Read More
Technical Administrator/Plan Administrator
Mercer HR Services (Formerly Putnam Investments)
12.1995 - 08.1999Read More
Fitchburg State College
Bachelor of Science from Business Administration
Read More