Patrick Carroll
Roanoke
Summary
Results-driven Senior Client Services Consultant with expertise in client relationship management, compliance analysis, and risk assessment. Committed to enhancing service delivery and driving client satisfaction through effective conflict resolution.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Senior Client Services Consultant
CBIZ
Roanoke
11.2008 - Current
- Developed strong relationships with clients to understand their needs and preferences.
- Provided expert guidance on service offerings tailored to client requirements.
- Managed client inquiries and resolved issues promptly and effectively.
- Collaborated with internal teams to enhance service delivery and client satisfaction.
- Conducted regular follow-ups with clients to ensure ongoing support and assistance.
- Maintained accurate records of client interactions and service agreements.
- Identified opportunities for improvement in customer service processes.
Senior Investment Consultant
CBIZ
Roanoke
11.2008 - Current
- Analyzed market trends to guide investment decisions for clients.
- Conducted risk assessments to identify potential threats to client investments.
- Collaborated with financial analysts to evaluate investment opportunities.
- Advised clients on investment strategies and portfolio management.
- Reviewed existing portfolios for clients to determine appropriate changes or adjustments.
Payroll Contribution Manager/Implementation Specialist
CBIZ
Roanoke
11.2008 - Current
- Developed strategic plans to enhance operational efficiency and productivity.
- Led cross-functional teams to implement process improvements and best practices.
- Coordinated and worked to develop the implementation of 360 payroll integration with CBIZ Payroll and various Recordkeepers (Empower & Voya).
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Managed the implementation process for plan conversions between Recordkeepers.
Compliance Consultant
CBIZ
Baltimore
11.2008 - Current
- Prepared and reviewed annual compliance testing, valuation, and Form 5500.
- Assisted clients with ongoing compliance and service questions regarding their Retirement Plans.
- Pursued continuous learning opportunities regarding latest compliance and procedural changes.
Education
Bachelor of Science - Marketing
University of Maryland
College Park, MD05-2003
Skills
- Client relationship management
- Service delivery enhancement
- Compliance analysis
- Portfolio management
- Risk assessment
- Customer service
- Conflict resolution
- Client relations
Certification
Series 65
Timeline
Senior Client Services Consultant
CBIZ
11.2008 - Current
Senior Investment Consultant
CBIZ
11.2008 - Current
Payroll Contribution Manager/Implementation Specialist
CBIZ
11.2008 - Current
Compliance Consultant
CBIZ
11.2008 - Current
Bachelor of Science - Marketing
University of Maryland