Customer Service Manager
Resume:
Contact Information
***************@*******.***
https://www.linkedin.com/in/margie-
brown-588a7954/
Address **** ******* *****
Drive, Milford Ohio 45150
Phone 513-***-****
Skills
Retirement Plan Document design
expertise
Problem solving and Client
Management abilities
Budget and forecasting to assist
with timely execution of new plans
onboarding and with corporate
actions
Time and Project Management
Client Database Management
Project management and sensitive
timeline execution
Margie Brown
Retirement Plan expert with 26 years in the finance and retirement plan industry experience
Fidelity Investments, Covington, Ky: July-1993 through June-2017 Senior Plan Consultant: 2004 - 2017
• Analyzed retirement plan documents and consulted with the employer of the plan, the employer’s ERISA counsel and advisor to provide participants with a robust retirement plan to encourage employee participation.
• This role required problem solving by being a subject matter expert on plan document design, compliance and servicing issues and independently advise and propose changes regarding business policies, procedures and product offerings. This included consulting with questions pertaining to Fidelity’s operational procedures, IRS and DOL regulations, plan design, plan amendments, corporate actions, and internal procedures.
• Required project management and sensitive timeline execution.
• Audited plan documents to ensure the final executed document is in good order.
• Audit of policies and procedures to ensure gaps are identified and corrected
• Required Project Management and meeting the sensitive timeline execution of plan documents.
Implementation Project Manager/Relationship Manager/Sr. Compliance Consultant: 1997 - 2004
• Managed client relationships for defined contribution plans be serving as the primary point of contact between the client and Fidelity Investments to ensure the delivery of superior and timely service.
• Experience with converting plans and establishing on going relationships ongoing in recordkeeping.
• Consulted with the client to identify plan performance requirements and goals to recommend solutions.
• Required Project Management and sensitive timeline for compliance and regulatory requirements.
• Performed nondiscrimination testing and prepared 5500.
• Audit of policies and procedures to ensure gaps are identified and corrected Senior Financial Control Accountant: 1994 -1997
• Managed the daily Check and Tax Department Team operational efforts as a senior member, ensuring timely and accurate completion of plan distributions.
• Reconciled and audited daily reports, along with reporting of forgery investigations.
• Developed, tested and implemented various system enhancements. Provided user training to ensure a smooth transition and rollout.
• Proposed and implemented new process improvements to help reduce cost. Mutual Fund/Brokerage Service Represented: 1993 – 1994
• Performed trades and resolved customer issues for retail and retirement account holders. Assisted in the rewrite of the Retail Associates Procedures Manual for new hires.
Fifth Third Bank, Cincinnati OH: 1991 through 1993 Customer Service Representative
• Serviced customers; reconciled daily processing; audited cash supply delivered via Brinks truck and monitored and reconciled the ATM. Sorrento’s Cascades Restaurant, Spring Hill, Fl.: 1984 through 1990 Proprietor
• Owned and operated a 210 seat, full service restaurant and liquor lounge.
• Doubled gross revenue in a five-year period
Education
Thomas Moore College Crestview Hills, KY: Was enrolled in Bachelor of Science in Business Administration Program.
Completed H & R Block Tax Course
ASPPA Designations - QKA (Qualified 401(k) Administrator) Designation
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