Sandra Broadnix

Experience

• 

  Vanguard

  Dec 2012 - Mar 2022

  Served as point of contact and liaison between full service recordkeeping clients and internal/external stakeholders; coordinated and executed client requests; maintained knowledge of retirement industry topics and trends; created content for quarterly client meetings; prioritized tasks effectively to maintain service level agreements; and participated in departmental projects and initiatives. Specialized in the logistics of the money movement process of retail accounts and qualified retirement plans across financial institutions; identified and recommended process improvements that reduced workloads and improved critical employee metrics; and served as a resource to team members and internal/external stakeholders on complex asset transfer requests. Utilized client relationship management skills to efficiently process incoming client calls, maintained knowledge on industry trends, provided investment guidance to clients, and utilized departmental procedures manual to interpret and process financial transactions.

  • Senior Client Relationship Administrator

    Jun 2017 - Mar 2022

  • Account Transition Specialist

    Nov 2015 - Jun 2017

  • Client Relationship Specialist

    Dec 2012 - Nov 2015
• 

  Infosys

  Mar 2022 - now

  Communication Lead

  Executive Communications, including script writing, content development and event managementInternal Communications, including SharePoint development & managementSupporting change management initiatives