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Customer Products and Success Executive Sales Coach
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Clients Account Specialist
Manulife • Tiempo completo
Sep 2020 - Jan 2021 • 4 mos
Handled John Hancock (US) retirement plan accounts, managing customer queries regarding 401k plans. Maintained regular contact with clients, advisors, and third-party administrators. Resolved client issues through negotiation and documented significant discussions or complaints while contributing to system improvements.