Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sean Barnes

Philadelphia,PA

Summary

Professional support specialist equipped to meet and exceed client expectations. Known for strong collaboration skills, adaptability, and delivering reliable results in dynamic environments. Expertise in problem-solving, communication, and customer service. Aptitude for managing multiple tasks efficiently and maintaining positive client experience.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Full Service Relationship Support Representative

Infosys BPM - Vanguard
06.2023 - Current
  • Daily administrative contact for 30 clients in Vanguard Record Keeping Services core market, ensuring timely upload of 401K Plan wires, completing client directed plan corrections, attending client meetings, and maintaining plan rules.
  • Maintained high levels of customer satisfaction with proactive follow-ups and clear communication.
  • Actively participated in client meetings, sharing insights on best practices and potential improvements.

Participant Services Administer/Resolution Associate

Infosys BPM - Vanguard
09.2022 - 06.2023
  • Served as problem resolution expert for Participant Services, maintained ownership of cases, ensured smooth implementation of new services, and participated in special projects.
  • Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.

Retirement Plan Services Representative

Infosys BPM - Vanguard
06.2021 - 09.2022
  • Fielded over 10,000+ inbound participant phone calls, provided high quality client service, responded to inquiries, initiated transactions, and participated in special projects.

Education

Bachelor of Science Candidate - Management And Marketing

Syracuse University
05.2020

Skills

  • Microsoft Office
  • Customer Satisfaction
  • Organization
  • Remote Support
  • SLA Compliance
  • CRM Software
  • Problem-Solving

Certification

  • [Retirement Plan Fundamentals Certified], [The American Society of Pension Professionals & Actuaries]

Timeline

Senior Full Service Relationship Support Representative

Infosys BPM - Vanguard
06.2023 - Current

Participant Services Administer/Resolution Associate

Infosys BPM - Vanguard
09.2022 - 06.2023

Retirement Plan Services Representative

Infosys BPM - Vanguard
06.2021 - 09.2022

Bachelor of Science Candidate - Management And Marketing

Syracuse University
Sean Barnes