James_Chambers_Resume
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James Chambers 3843 S. Genoa Ct. Unit B; Aurora, CO 80013 Cell: 720-394-1234; Email: [email protected] Professional Overview Experienced Financial Services Professional with excellent organizational and customer service skills. Specializes in coordinating with internal and external clients to create and maintain strong relationships. Experienced at creating procedures that create efficiencies and mitigate risk. Proven leader with a passion to perform meaningful work through a means of ingenuity and integrity. Core Qualifications Expert in the field of Retirement Services Recordkeeping Industry with 10+ years of experience. Exemplary communication, presentation and analytical skills. Proficient user of Microsoft Windows and Microsoft Office Suite of Business Applications. Reliable and diligent professional who works hard to make sure the job is done right the first time. Adept at using Customer Relationship Management system software. Professional Experience Plan Services Account Manager / Great-West Financial September 2014 to Present Respond to Retirement Plan Sponsors inquiries in a professional and courteous manor. Responsible for the successful implementation of Retirement Plan fund lineup changes. Responsible for updating the recordkeeping system with Adoption Agreement changes. Promoted client retention and identified opportunities to build existing relationships. Provide training to 50+ employees on new tools added to the recordkeeping system. Created 15+ client facing fillable forms using Adobe Professional/Adobe LiveCycle Designer applications. Plan Services Account Coordinator / Great-West Financial January 2010 to September 2014 Responsible for the successful implementation of Retirement Plan fund lineup changes. Re-wrote the departmental fund change procedure to identify efficiencies and mitigate risk. Created 2 client facing automated forms using the Adobe LiveCycle Designer application. Provided administrative assistance to Plan Services Account Managers. Provided system and ad-hoc reporting to management team. Responded to inquiries from Brokers/TPAs in a professional and courteous manor. Sr. Mutual Fund Implementation Administrator / Great-West Financial June 2008 to December 2009 Reduced share holder position errors by 25% by creating reconciliation process with Microsoft Excel. Reduced Broker commissions errors by 10% by creating reconciliation process with Microsoft Excel. Responsible for the setup of all aspects of Mutual Fund trading accounts. Responsible for Quality Control on Mutual Fund trading account setups. Implementation Specialist II – Case Analyst / Great-West Financial July 2006 to June 2008 Responsible for new setup and maintenance of Retirement Plans on recordkeeping system. Consistently maintained a 99.5% or higher accuracy rating. Consulted in new imaging workflow system. Worked independently on large plan projects.
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James Chambers3843 S. Genoa Ct. Unit B; Aurora, CO 80013
Cell: 720-394-1234; Email: [email protected]
Professional OverviewExperienced Financial Services Professional with excellent organizational and customer service skills. Specializes in coordinating with internal and external clients to create and maintain strong relationships. Experienced at creating procedures that create efficiencies and mitigate risk. Proven leader with a passion to perform meaningful work through a means of ingenuity and integrity.
Core Qualifications Expert in the field of Retirement Services Recordkeeping Industry with 10+ years of experience. Exemplary communication, presentation and analytical skills. Proficient user of Microsoft Windows and Microsoft Office Suite of Business Applications. Reliable and diligent professional who works hard to make sure the job is done right the first time. Adept at using Customer Relationship Management system software.
Professional ExperiencePlan Services Account Manager / Great-West FinancialSeptember 2014 to Present
Respond to Retirement Plan Sponsors inquiries in a professional and courteous manor. Responsible for the successful implementation of Retirement Plan fund lineup changes. Responsible for updating the recordkeeping system with Adoption Agreement changes. Promoted client retention and identified opportunities to build existing relationships. Provide training to 50+ employees on new tools added to the recordkeeping system. Created 15+ client facing fillable forms using Adobe Professional/Adobe LiveCycle Designer applications.
Plan Services Account Coordinator / Great-West FinancialJanuary 2010 to September 2014
Responsible for the successful implementation of Retirement Plan fund lineup changes. Re-wrote the departmental fund change procedure to identify efficiencies and mitigate risk. Created 2 client facing automated forms using the Adobe LiveCycle Designer application. Provided administrative assistance to Plan Services Account Managers. Provided system and ad-hoc reporting to management team. Responded to inquiries from Brokers/TPAs in a professional and courteous manor.
Sr. Mutual Fund Implementation Administrator / Great-West FinancialJune 2008 to December 2009
Reduced share holder position errors by 25% by creating reconciliation process with Microsoft Excel. Reduced Broker commissions errors by 10% by creating reconciliation process with Microsoft Excel. Responsible for the setup of all aspects of Mutual Fund trading accounts. Responsible for Quality Control on Mutual Fund trading account setups.
Implementation Specialist II – Case Analyst / Great-West FinancialJuly 2006 to June 2008
Responsible for new setup and maintenance of Retirement Plans on recordkeeping system. Consistently maintained a 99.5% or higher accuracy rating. Consulted in new imaging workflow system. Worked independently on large plan projects.
Account Administrator/Coordinator / Great-West FinancialDecember 2004 to July 2006
Responsible for the processing of new contributions to retirement plans on the recordkeeping system. Responsible for retirement plan participant account maintenance. Provided guidance on processes to new administrators.
Education & Achievements ASPPA: Retirement Plan Fundamentals Part 1 & 2 FINRA: Series 6 Metro State College of Denver: Computer Applications, Accounting I & II Community College of Aurora: Associate of Arts in General Studies
