Bo Smith
Senior Client Service Manager @July Business Services
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WORK HISTORY
Senior Client Service Manager @July Business Services
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
McLennan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Grand Canyon University
Master of Public Administration - MPA
SKILLS
ABOUT BO SMITH
Experienced Client Relationship Manager with a demonstrated history of working in the…
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