Ernie Rodulfo
Senior Client Service Manager at TELUS Health formerly LifeWorks
- Role
- Senior Client Service Manager at TELUS Health
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Ernie Rodulfo
15-year career in helping companies and organizations guide their employees to the future…
Experience
Senior Client Service Manager
Feb 2020 — Present · Hartford, CT, US
Defined Benefit Client Service Manager to Empower Pension’s book of business- Primary service point of contact and relationship manager for large corporations, non-profit organizations, and municipalities across the country- Responsible for coordinating and overseeing all aspects of administrative pension plan management including Actuarial, Data, Calculations, Documents, and Claims- Responsible for a book of business with over $4 billion in assets and over participant lives- Responsible for building and maintaining strong relationships with C-level executives to drive client satisfaction and retention- A leader in training other team members, so we can perform to our highest potential- Involvement in the sales process via RFPs and Finals presentations, and onboarding new clients.
Skills
- Pensions
- Financial Analysis
- Microsoft Office
- Qualified Retirement Plans
- Registered Investment Advisor
- Apx
- Salesforce.com
- Morningstar
- Retirement
- Management
- Strategy
- E-Money
- Esignal
- Investment Advisory
- Series 66
- Retirement Plan Consulting
- Alternative Investments
- Bloomberg
- Strategic Planning
- Wealth Management Services
- Customer Service
- Dst
- Series 7
- Portfolio Management
- Investments
- Asset Allocation
- Mutual Funds
- Typing
- Hedge Funds
- Life & Health Insurance Licenses
- Onesource
- Finance
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