Bo Smith
Client Service Manager at July Business Services
- Role
- Senior Client Service Manager at July Business Services
- Location
- Waco, US
- LinkedIn followers
- 500 followers
About Bo Smith
Experienced Client Relationship Manager with a demonstrated history of working in the…
Experience
Senior Client Service Manager
Dec 2009 — Present · Waco, TX, US
Build strong relationships with clients and advisers.Respond to plan sponsors and advisers questions related to all aspects of their retirement plan.Proactively request information and alert clients to plan operational and compliance matters.Utilize strong communication and service skills to meet or exceed the needs of clients.Serve as the primary contact for retirement plan sponsors and advisers.Prioritize, research and resolve client issues related to technology, plan operation, compliance and other matters.Interact with other plan service providers to coordinate a high quality client experience.
Education
Baylor University
Bachelor of Arts (B.A.), Business/Corporate Communications
2000 — 2002
McLennan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
1987 — 1989
Grand Canyon University
Master of Public Administration - MPA
2019 — 2021
Skills
- Management
- Finance
- Business Planning
- Employee Benefits
- Retirement
- Investments
- Powerpoint
- Microsoft Excel
- 401(K) Retirement Savings Plans
- Microsoft Word
- Insurance
- Retirement Planning
- Microsoft Office
- Sales
- 401k
- Defined Benefit
- Teaching
- Customer Service
- Training
- Outlook
- Windows
- Leadership
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