Maureen Murphy

Experience

• 

  Putnam Investments

  Jan 1998 - Jan 1999

  Agiltiy Represenatative Broker Operations
• 

  Fidelity Investments

  Oct 1999 - Jun 2012

  Managed ongoing client services retirement plan support for 15 health insurance providers and one health care institution. Core responsibilities included client satisfaction, retention, operational excellence, product and plan roll out, problem resolution, and plan sponsor/participant communications. Primary client point of contact for all retirement plan operational and administrative actions for a Fortune 500 telecommunications provider’s executive and board of directors non qualified deferred compensation plan. Promoted to team specialist role with expanded responsibilities, including managing team workload, coaching and training associates, and handling escalated client issues. Initially hired as an operations specialist, promoted to senior role with responsibility for providing outstanding client support. Responsibilities included reconciling 401K plan data files, researching and resolving processing issues, and responding to specific client requests.

  • Client Service Manager

    Oct 2005 - Jun 2012

  • Associate Client Service Manager

    Jun 2003 - Sept 2005

  • Team Specialist

    Oct 2002 - May 2003

  • Senior Operations Specialist/Operations Specialist

    Oct 1999 - Oct 2002
• 

  University of Massachusetts

  Nov 2012 - Nov 2013

  Retirement Plan Specialist

  Main point of contact for all voluntary defined contribution retirement plans across the University of Massachusetts system. Provide support and work with multiple vendors to administer plans and promote enrollment with the University's employees.

• 

  Fidelity Investments

  Dec 2013 - Jan 2016

  Workshop Manager
• 

  TIAA

  Feb 2016 - now

  • Managing Director, Market Leader

    Oct 2024 - now

  • Senior Director, Relationship Manager

    Apr 2023 - Oct 2024

  • Senior Relationship Manager

    Feb 2016 - Apr 2023