Krystal Thomas
- Role
- Client Services Manager at Empower
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
About Krystal Thomas
Results-Driven Project Leader | Business Operations Expert | Innovative Problem…
Experience
Client Services Manager
Jan 2017 — Present
Manages 80+ corporate client accounts, each with 35M+ in assets under management. Assess clients\' needs and strategically recommended company products and services to ease clients’ administrative burden. Consults with plan sponsors, third-party administrators, and financial advisors to facilitate annual plan audits, ensuring compliance and client satisfaction. Develops and nurtures client relationships, resulting in the generation of new business opportunities and increased client retention. Demonstrated strong analytical skills, researching account transactions and adeptly resolving discrepancies. Led cross-functional teams in implementing plan design improvements, resulting in enhanced client satisfaction and retention.
Education
Bay Path University
Master of Business Administration - MBA, Business Administration and Management, General
Bay Path University
Bachelors of Science, Psychology
Bay Path University
Masters of Science, Developmental Psychology
Skills
- Counseling
- Powerpoint
- Social Skills
- Statistics
- Critical Thinking
- Time Management
- Microsoft Office
- Microsoft Word
- Access
- Microsoft Excel
- Psychology
- Personal Finance
- Spss
- Data Entry
- Customer Service
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