G2B RETIREMENT & INVESTMENT SERVICES
- Resolve client questions and problems.
- Interface productively with team ,department,field ,and sales personnel.
- Complete,verified,and mailed all required client reports.
- Plan year packages,and auditors' requests.
- Consistently met or exceeded all established standards for timing and accuracy
- Chosen to train new hires and other plan analysts transitioning to the daily processing environment
- Serve as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system
- Serve effectively as team leader and account manager for new pilot team concept while maintain own book of business