Areti Tsangaris

As a Phone Representative, I provide comprehensive support for participant inquiries, addressing account information requests and assisting with transactions like withdrawals and rollovers. My role emphasizes delivering exceptional customer experiences using Relius software.

Managed the implementation of non-qualified retirement plans, ensuring projects met deadlines and budgets while fostering a collaborative team environment. My role required strong project management skills and effective communication.

Spearheaded the consolidation of teams and developed onboarding procedures for new associates. My role involved traditional supervisory duties and hands-on experience with the Omni software system.

Oversaw client and advisor collaboration during retirement plan transitions, managing the conversion team and documenting processes using Confluence. Developed project templates to enhance efficiency.

Gained experience in the plan administrator role while processing distributions and contributions. Developed standardized project templates using PensionPro to optimize efficiency.

Managed client conversions to MEPs and PEOs while developing a deep understanding of Relius software. Documented processes using Trello to ensure standardization.

Managed deconverting plans and documented procedures using Microsoft CRM. Transitioned to managing a block of conversion plans, fostering relationships with financial advisors.

Led transitions of TPA transfers and brokerage account conversions, preparing blackout notices and coordinating data flow. Streamlined processes using PensionPro.

Oversaw a portfolio of key clients, providing onboarding support and training sessions. Established client accounts and addressed issues related to contributions and distributions.

Managed client conversions and maintained conversion checklists for process standardization. Provided weekly metric reports to management to foster transparency.

Led a team of new conversion staff, fostering development through task delegation and performance monitoring. Created conversion checklists for audit readiness.

Summary of Qualifications Managing projects while leading teams to provide exceptional customer service while onboarding new clients is one of my key strengths. Whether implementing a new retirement plan or converting to an existing one, I have excelled in creating processes that junior teammates have been able to utilize in the project flow.