Andrea Pine
Jamestown
Summary
Dynamic Retirement Plan Advisor at Cornerstone Wealth Group, skilled in client relations and critical thinking. Successfully enhanced client satisfaction through tailored retirement solutions and streamlined processes, resulting in improved long-term outcomes. Proficient in Microsoft Office Suite, I foster strong relationships and ensure compliance, driving exceptional service and informed decision-making.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Retirement Plan Advisor
Cornerstone Wealth Group
Huntersville, NC
05.2013 - Current
- Educated clients on investment strategies and portfolio diversification, empowering them to make informed decisions regarding their retirement savings.
- Promoted a positive work environment by actively participating in team meetings and sharing best practices with colleagues.
- Facilitated smooth transitions for new clients, coordinating with internal teams to establish retirement plan accounts.
- Delivered comprehensive reporting packages to clients highlighting key metrics and plan performance, ensuring all relevant data was easily accessible for informed decisionmaking.
- Collaborated with cross-functional teams to design customized retirement plan solutions tailored to client needs.
- Analyzed performance data of various investment options, recommending adjustments as needed to optimize returns for participants'' portfolios.
- Coordinated annual enrollment campaigns, facilitating seamless updates to participant elections and contribution levels.
- Developed strong relationships with clients, fostering trust through consistent communication and expert advice.
- Navigated complex situations with clients and their participants, providing solutions that aligned with both company policies and client expectations.
- Assisted in the development of marketing materials targeting potential clients in need of retirement plan services.
- Ensured regulatory compliance with thorough audits of retirement plans and timely resolution of discrepancies.
- Maintained up-to-date knowledge of industry trends and legislative changes, ensuring accurate information was provided to clients and their participants.
- Streamlined processes for increased efficiency by reviewing and updating retirement plan procedures.
- Managed multiple client accounts simultaneously, prioritizing tasks to meet deadlines and deliver exceptional service.
- Identified areas for improvement in existing retirement plans, proposing modifications that resulted in better long-term outcomes for participants.
Client Service Associate
Grey Oak Wealth Management
Greensboro, NC 27408
11.2006 - 01.2013
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
- Increased team efficiency by developing streamlined processes for client communication and account management.
Education
Christiana High School
Newark, DESkills
- Customer service
- Active listening
- Data entry
- Critical thinking
- Computer proficiency
- Client relations
- Call management
- Documentation
- Microsoft Office Suite
- Administrative support
- Customer relationship management (CRM)
- Clerical support
Certification
Accredited Investment Fiduciary
Qualified Plan Financial Consultant
Timeline
Retirement Plan Advisor
Cornerstone Wealth Group
05.2013 - Current
Client Service Associate
Grey Oak Wealth Management
11.2006 - 01.2013
Christiana High School