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Service Manager Account

Location:
Eden Prairie, MN
Posted:
March 07, 2023

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Resume:

Molly Miller

***** ********* ***, **** *******, MN 55347

952-***-****

*******@*****.***

PFPC/Wachovia/Wells Fargo/Principal Financial Group – 10/2001 through 7/2002

Client Account Manager

401k Representative/Administrator

Audit Controller

System Reconciliations

Direct participant and client contact

Handling Open Enrollment for new employees

Training for new employees

System expert, (Excel, Power Point, Access)

Investment Consultant

New sales presentations

Principal Financial Group – 9/1992 through 7/2001

Senior Manager for 401k and Defined Benefits

Managed 8 employees

Hiring and recruiting of new employment and retention

Trainer for Whole Life Insurance

Author of the Whole Life and Term Insurance manuals

Direct participant and client contact

References:

Jeremy McGee, Director of Financial Events 952-***-****

Gail Marshalek, Client Service Manager 763-***-****

Scott Wymer, Financial Consultant 859-***-****

Education:

High School, Ankeny, IA

College, Iowa State University, Ames, IA



Contact this candidate