William Conway Qks
AVP Ii - Relationship Manager, Company Retirement Plans @First Business Bank
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WORK HISTORY
AVP Ii - Relationship Manager, Company Retirement Plans @First Business Bank
Develop and maintain relationships with C-level decision makers and day to day plan administrators to understand needs of the Plan and plan participants. Maintain proactive approach with Plan Sponsors regarding plan design, law and regulatory changes, technology enhancements and fund changes. Conduct Fiduciary review and plan analytics review with plan sponsor(s) and/or plan committee. Handle difficult client interactions and solve client and/or participant challenges. Coordination of response to plan auditor requests and resolution of auditor reconciliation items. Assist Plan Sponsor with plan corrections and resolving operational defects. Resolve issues on behalf of clients to satisfactory outcome. Conduct fee benchmarking. Facilitate a communication and education strategy through the use of group meetings, one on one meetings or virtual meetings for plan participant enrollments and ongoing participant education. Provide consultative expertise to increase participation and enrollment.
EDUCATION
Bryant and Stratton College
Business Management, Business Administration and Management, General
ABOUT WILLIAM CONWAY QKS
I have over 20 years of financial services industry experience and over 7 years of Relationship Management experience. I actively look for new ways to improve customer service, efficiency and teamwork through open discussion, innovation and team building. I look to build and create positive relationships.
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