Summary
Overview
Work History
Education
Skills
Timeline
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TANEEDA ELMORE

Jacksonville,FL

Summary

Client service professional with 10+ years of experience in defined contribution plan administration and participant support. Known for building positive relationships with internal teams and external clients, mentoring colleagues, and improving processes. Adept at handling complex inquiries, ensuring compliance, and delivering accurate, client-focused results.

Overview

2026
2026
years of professional experience

Work History

Relationship Service Manager / Client Service Representative

Bank of America
11.2022 - Current
  • Responded to internal client requests and participant inquiries on retirement and brokerage accounts.
  • Reviewed payroll and contribution files for accuracy and compliance.
  • Processed rollovers, contributions, and loan repayments, locating missing deposits and encouraging additional participant investments.
  • Participated in conference calls, huddles, and RCPS sessions to improve processes.

Senior Recordkeeper

Voya Financial
05.2012 - 01.2020
  • Managed periodic processing of payroll deductions, retirement contributions, and loan payments with internal and external contacts.
  • Edited data prior to posting, reconciled funding amounts, and communicated exceptions to clients.
  • Ensured employees met or did not exceed annual 401(k), 401(a), 403(b), and 457 contribution limits; verified retirement contribution suspensions and participant enrollments.

Senior Producer Services Coordinator

Voya Financial
  • Handled customer communication in annuity contracting and commissions; acted as point of contact for internal and external clients.
  • Served as liaison between Producers, New Business, Policy Owner Services, and the Contact Center.
  • Managed inbound calls and emails, resolved issues, fulfilled requests, and made proactive follow-ups.
  • Assisted newly hired Producer Service Coordinators with daily functions through side-by-sides and mentoring.
  • Prepared key business reports to ensure timely and accurate completion of financial information.
  • Participated in RCPS, identifying process issues and implementing solutions; cross-trained from Commission to Contracting roles to expand coverage.

Customer Service Representative

Voya Financial
  • Acted as the first point of contact between financial professionals, clients, and back offices.
  • Assisted customers with inquiries regarding their retirement accounts, completing and verifying transactions or forwarding to appropriate parties.
  • Coached coworkers on improving customer service quality.
  • Promoted products and services beneficial to customers.

Education

B.S. - Criminal Justice

University of Phoenix
01.2023

A.A. - Criminal Justice

University of Phoenix
01.2021

Skills

  • Defined Contribution Plan Administration
  • Payroll/Contribution File Review
  • Participant Support & Inquiry Resolution
  • Transaction Processing
  • Trust Accounting & Reconciliation
  • OMNI 52/74
  • Microsoft Office Suite
  • CMS
  • IEX Total View Workforce Management
  • PAIS
  • MainFrame
  • Document Direct
  • Task Manager
  • Root Cause Problem Solving
  • Customer Focus
  • Critical Thinking
  • Team Mentality
  • Business Acumen
  • Learning Agility

Timeline

Relationship Service Manager / Client Service Representative

Bank of America
11.2022 - Current

Senior Recordkeeper

Voya Financial
05.2012 - 01.2020

A.A. - Criminal Justice

University of Phoenix

Senior Producer Services Coordinator

Voya Financial

Customer Service Representative

Voya Financial

B.S. - Criminal Justice

University of Phoenix

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TANEEDA ELMORE