Steven Schaaf
Saint Paul,MN
Summary
Focused Client Services Manager promoting more than 25 years' expertise successfully working for organizations in the Defined Contributions Administration market. Top-notch communicator and client relationship builder with a desire to take on challenges at a new company.
Overview
27
27
years of professional experience
Work History
Senior Client Account Manager
Securian Financial/The Standard
Portland, Oregon
09.2025 - Current
- Managed client relationships to ensure high satisfaction and retention rates.
- Facilitated communication between clients and internal departments for seamless operations.
- Resolved client inquiries efficiently while maintaining a strong professional rapport.
- Monitored customer feedback to identify areas of improvement in product delivery and customer service.
- Developed strategies for maintaining customer relationships after sale closure was completed.
- Conducted regular meetings with clients to discuss progress, address concerns, and review future goals.
Senior Client Service Manager
Principal Financial Group
Saint Paul, MN
03.2021 - 09.2022
- Delivered high level of service to clients in effort to build upon relationships for future.
- Assessed monthly reports to review client activity and identify opportunities.
- Updated clients on consistent basis regarding projects and answered questions quickly and with knowledgeable support.
- Handled client relationship management functions to promote enduring relationships with diverse clientele.
Senior Client Account Manager
Wells Fargo Institutional Retirement & Trust
Roseville, MN
02.2005 - 03.2021
- Cultivated strong and trusting rapport with client contacts to promote retention and satisfaction.
- Identified client-specific needs and maintained expert-level knowledge of account intricacies.
- Investigated opportunities for process improvements to streamline operations, reduce costs and increase client satisfaction.
- Conducted calls and meetings with key contacts to coordinate strategic planning and address issues.
Client Account Manager 1
Wells Fargo Institutional Retirement & Trust
Roseville, MN
03.1999 - 01.2005
Skills
- Business Services Support
- Client Rapport
- Managing Operations and Efficiency
- Verbal and Written Communication
- Administration and Reporting
- Daily systems used: Salesforce, Microsoft Excel, Microsoft Word, SEI, Lotus, RIS (PFG proprietary recordkeeping system)
- Previous skills & systems used: Series 6 & 63, OmniStation, Lotus Notes, Wystar (Wachovia/Wells Fargo proprietary recordkeeping system)
Timeline
Senior Client Account Manager
Securian Financial/The Standard
09.2025 - Current
Senior Client Service Manager
Principal Financial Group
03.2021 - 09.2022
Senior Client Account Manager
Wells Fargo Institutional Retirement & Trust
02.2005 - 03.2021
Client Account Manager 1
Wells Fargo Institutional Retirement & Trust
03.1999 - 01.2005
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