Regan Duperon
Midland,MI
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Service Manager
DBS Investment Advisers, LLC
2016.07 - Current
- Primary compliance manager
- Training and monitoring staff
- Assist advisor with task management and organization to keep operations running timely and efficiently.
- Manage multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Take ownership of customer issues and followed problems through to resolution
- 401(k) staff and private client meeting preparation
- Interface with back office support and all other vendors
- Trading, re-balancing and supporting client account needs and account opening
- Manage customer relationship management software (CRM)
- Oversee periodic contributions/distributions from accounts
- Coordinating new retirement plan set up and conversions
- 401(k) payroll and employer contribution tracking
- Facilitate transfer of assets (TOA) process
- Field all client service and participant calls
- Established team priorities, maintained schedules and monitored performance.
- Prepare investment committee meeting materials, minutes, and plan sponsor communications
- Negotiated contracts with outside carriers to minimize costs to company and customers.
Customer Service Associate
Gavin & Associates, LLC
2013.11 - Current
- Aided in creation of procedure paperless office and implementation of project
- Created new newsletter for client mailings
- Support office marketing and customer relationship management (CRM)
- Generate asset allocation and investment performance reports
- Prepare for client meetings by completing research, preparing reports, maintaining appointment schedule, conferences, and teleconferences; monitor calendars, tasks, and deadlines; provide reminders to attendees
- Maintains Social Media, also coordinates client events and seminars.
Title Exaimer
Chemical Bank
2013.05 - 2013.09
- Input title requirements and legal information for title commitments
- Prepare various documents for department head, templates for future use and organizational chart
- Input title orders and send orders for chain of title search.
Research Analyst
Corporate Administration Chemical Bank
2008.06 - 2013.05
- Prepared strategic metrics and marketing research for executive committee
- Researched and implemented interface changes to add additional bank services not tied to core operating system for holistic customer information in MCIF
- Trained branch staff on use of MCIF for effective cross sell efforts
- Created and distributed training information available on company intranet site and for training sessions
- Lead for project with outside vendor for marketing initiatives and data interface for updates to MCIF system
- Created new sales incentive program with retail sales management to increase deposit growth and dramatically reduced input time and manual entry
- Developed and implemented training for branch locations of acquired branches.
Education
Bachelors of Business Administration - Business Management
Davenport University
01.2014
Skills
- Staff Management
- Customer Relationship Management (CRM)
- MS Office expert
- Exceptional communication
- Customer Relations
- Training and mentoring
- Cross-Functional Teamwork
- Account Management
- Office Management
- Excellent time management skills
- Event Planning
- Project Management
Certification
- Financial Paraplanner Qualified Professional
Timeline
Client Service Manager
DBS Investment Advisers, LLC
2016.07 - Current
Customer Service Associate
Gavin & Associates, LLC
2013.11 - Current
Title Exaimer
Chemical Bank
2013.05 - 2013.09
Research Analyst
Corporate Administration Chemical Bank
2008.06 - 2013.05
Bachelors of Business Administration - Business Management
Davenport University
- Financial Paraplanner Qualified Professional
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