Client Services Specialist
Resume:
BRYAN WILSON
Mobile, AL *****
**********@*******.***
EDUCATION
Bachelor of Business Administration (2010 – 2012) Faulkner University, Montgomery, Alabama
KEY SKILLS
Client Management Problem Solving Organization Time Management Software Proficiency Teamwork and Collaboration Initiative
PROFESSIONAL EXPERIENCE
Newport Group (February 2021-Present) Mobile, AL-Remote
Client Services Manager
-Provides audit support for plan sponsors and auditors
-Assists compliance with communicating testing needs and results to clients.
-Works with various recordkeeping systems to complete internal work and projects.
-Helps upper management with several projects that are plan related and require tight deadlines.
-Coordinates meetings with clients on 5500 signings and assists with FT William site navigation.
Newport Group (March 2019-February 2021) Mobile, AL-Remote
Senior Account Services Representative
-Provided- audit selections and statements from various Trust Company websites.
-Assisted Client Services Managers/Relationship Managers with day-to-day activities for retirement plans
-Prepared the Daily Active Work Lists for daily outstanding items.
-Worked with various systems to input requests from clients via the Relationship Managers.
Newport Group (February 2017 – Present) Mobile, Alabama
Client Services Specialist/Participant Services Specialist
-Provided website support and account assistance for participants enrolled in our 401K services
-Helped participants with forms to apply for loans, hardships, and terminated participant withdrawals
-Assisted with explaining fees, statement breakdowns, and plan documents to participants
-Worked directly with other departments to ensure distributions are sent from the trust companies in a timely manner
Carlisle Medical (May 2014 – January 2017) Mobile, Alabama
Retail Pharmacy Customer Service Representative
-Provided injured workers information regarding their workers’ compensation claims
-Called pharmacies to give billing information and adjudicated medications
-Contacted adjusters and nurse case managers to seek approval on rejected medications
-Participated in company sponsored charitable fundraisers
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