Tiffany Connors
Client Site Manager @ManpowerGroup
Signup · Get unlimited contacts
WORK HISTORY
Client Site Manager @ManpowerGroup
Serve as the first point of contact for client requests Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures Prepare and review account paperwork to determine accuracy and completeness Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans Manage day-to-day and cycle workflow for Wealth Manager\'s clients Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor Provide recommendations for process improvements Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks. Perform special projects as needed
EDUCATION
Diman Regional Vocational Technical High School
Graduate, Business/Office Automation/Technology/Data Entry
Diman Regional Technical Institute
Vocational Diploma, Office Management and Supervision
La Baron Hairdressing Academy-New Bedford
Licentiate degree, Cosmetology, Barber/Styling, and Nail Instructor
ABOUT TIFFANY CONNORS
Operations, Management & Recruiting! Improving a company\'s productivity, reducing their…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.