Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Tyler Rellinger

Litchfield Park,AZ

Summary

Dynamic and results-oriented professional with extensive experience in client services. Excelled in managing complex asset transfers and optimizing 401(k) plans, leveraging exceptional CRM and communication skills. Proven track record in enhancing client satisfaction and relationship management through personalized and expert guidance.

Overview

5
5
years of professional experience

Work History

Client Services Associate II (Retirement Consultant)

Ascensus
Glendale, USA
09.2023 - Current
  • Consult employers on the effective management and optimization of their 401(k) plans
  • Maintain and strengthen relationships with employers through consistent and personalized communication
  • Provide expert guidance on retirement solutions, addressing client inquiries and ensuring satisfaction

Change of Ownership / Client Services (Remote)

Vanguard
Scottsdale, USA
04.2021 - 09.2023
  • Acted as the primary client contact for investment, fund, and account inquiries
  • Managed asset transfers due to ownership changes, including onboarding new accounts
  • Delivered client education on account gifting and cost basis completion
  • Coordinated with other departments to ensure efficient workflow processes.

COBRA Direct Billing Representative

Bswift
Houston, USA
07.2020 - 04.2021
  • Served as the main point of contact for COBRA and direct billing clients
  • Ensured timely and accurate reporting and payment processes
  • Responded to client and participant inquiries with detailed research and effective communication

Education

MBA - Finance

Bowling Green State University
Bowling Green, OH
08-2026

Bachelor of Arts - University Studies

Texas Tech University
Lubbock, TX
08.2022

Skills

  • Customer Relationship Management (CRM) and WFM systems
  • Salesforce
  • Genesys and Virtual Desktop platforms
  • AWD/BPM software expertise
  • Client onboarding

Affiliations

  • National Alliance for Mental Illness (NAMI), Greater Houston, 01/09, Present, Organized annual fundraising initiatives for Team Rellinger, achieving consistent growth in contributions.
  • The Ability Experience, President, 01/18, 12/18, Directed philanthropic efforts supporting individuals with physical and mental disabilities., Increased fundraising, earning recognition as the most improved chapter in the nation.

Timeline

Client Services Associate II (Retirement Consultant)

Ascensus
09.2023 - Current

Change of Ownership / Client Services (Remote)

Vanguard
04.2021 - 09.2023

COBRA Direct Billing Representative

Bswift
07.2020 - 04.2021

MBA - Finance

Bowling Green State University

Bachelor of Arts - University Studies

Texas Tech University
Tyler Rellinger
Bold.pro uses cookies as well as our third-party affiliates. When you use our website, you understand that we collect personal data to improve your experience. Learn more
×