Denver Colorado -5/2017-Present
Lead Sponsor/Advisory Connect Representative.
- Partner with internal sales colleagues to establish and build rapport with external advisors.
- Ranked top in Account Managers (over 200 people) in 2019,2021,2022,and 2023
- Handles inquiries such as web support, investment-related questions, and service amendments with other day-to-day administration questions.
- Knowledge in: CRM, WMS, AWD, Paris 3
- Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.
- Ability to multi-task between two computer screens with a variety of programs.
Cash Fund LLC
