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Financial Services

Location:
Littleton, Colorado, United States
Salary:
45000-50000
Posted:
April 21, 2017
Email:
aczw1d@r.postjobfree.com

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Patricia J. Rittenhouse **** Jackdaw Street Highlands Ranch CO 80126

303-***-****

aczw1d@r.postjobfree.com

Gallup’s Strengths: Responsibility – Empathy – Developer – Deliberative – Consistency

Professional Summary:

Ability to effectively manage risk and act to protect the company’s interests.

Established internal procedures to increase effective process design and productivity.

Excellent communication and relationship skills adept at engaging with the corporate client.

Achievements:

Recipient of Key Contributor Awards 2014

Recipient of Raise the Bar Award 2014

Keys to Success Winner

Recipient of multiple Send Word acknowledgment

Professional Experience Charles Schwab, Denver CO 2011 - 2016

Client Service Administrator – Tailored Team, Sr. Specialist Stock Plan Services

Support long term business relationships for strategic book of most valued corporate equity compensation clients.

Participate in client meetings to analyze service needs, provide input on benchmarking and recommend best practices.

Proficient in ESPP processing, daily settlement processing, client research and escalation issues.

Skilled in analyzing client issues and resolving reconciliation requests.

Experienced in operational team environment with strength in organization and time management.

Charles Schwab, Denver CO 2007 – 2011

Ops Associate – ATS Break Team, Mutual Fund

Reconciled mutual fund transfers on DSR system.

Researched complex transfers and processed posted corrections to client accounts.

Completed daily resolution of problem logs, resubmissions, reject reports and claims for Schwab IS transfers.

Provided phone based support for retail client’s transfer needs.

Acted as the primary point of contact for fund companies with focus on processing mutual fund transfers.

The Mercury Companies, Denver CO 2004 – 2006

Reconciliation Clerk

Managed daily reconciliation of various title company accounts totaling over $200 million.

Posted accounting transactions to reflect daily activity.

Provided customer service for multiple title companies.

Great West Life Assurance & Annuity, Greenwood Village CO 1996 – 2003

Senior Implementation Specialist

Supported implementation of 401k, 401a and 403b conversions.

Reconciled participant and data files onto new administration system.

Acted as a point of contact to plan sponsors for their administration needs including processing ongoing contribution files and problem resolution of employee issues.

Trained implementation managers, specialists and department managers on the automation process.

Improved new customer blackout period by 10 percent.

Skills:

Proficient in Microsoft Office 2010 – Word, PowerPoint, Excel



Contact this candidate