Ken Bonander

Experience

• 

  Northwestern Mutual

  Jan 2011 - Jan 2011

  Financial Representative

  *Participated in weekly sales and product marketing meetings*Contacted and developed qualified life insurance prospects*Conducted detailed market surveys with business professionals

• 

  Stifel Nicolaus

  Aug 2011 - Dec 2011

  Securities Analysis Intern

  *Greet and assist customers in fast paced environment*Filed and organized clients confidential information*Identified market trends and regulations*Assisted back office operations * Conducted commodities market research using bottom up approach

• 

  Franklin Templeton

  Aug 2012 - now

  *Create goals and set priorities for team in support of operational plans, coach employees to satisfy team goals and metrics, and accountable to performance and results*Collaborates with peer group and business partners to share information, identify and address shared business opportunities, objectives, challenges, and deliver mutually beneficial solutions that add business value.*Identify behaviors and skill sets required to meet short term and long term business objectives, articulate skill set gaps and surpluses in alignment with objectives. Lead efforts to prepare team to achieve goals.*Make decisions in alignment with changing business and economic environment, and ensures business goals are met within established financial goals. Show less *Solve complex problems and situations requiring special attention and prompt resolution. Conduct data research and analysis to maintain the data integrity.*Possess knowledge of team specific proficiency's for Dedicated Service Team. (Institutional, Investment only, Omnibus, Commission/LOI, networking) *Identify firm trends, differences, unique processes and make suggestions/collaborate with peers and leaders to standardize and/or streamline workflows and/or create efficiencies across firms; reach out to firms to influence behaviors. Show less *Specialize in retirement plans and IRS regulations regarding plans such as 403(b)’s, SIMPLE IRA’s, SEP IRA’s, Traditional IRA’s and Roth IRA’s.*Train and assist new employees on workflow, policies, procedures to promote excellent customer satisfaction.*Serve as a mentor to new associates on becoming more efficient employees and setting and achieving SMART goals for personal and professional growth.*Provide accurate information to employers and employees regarding employer sponsored plans.*Utilize numerous systems and resources for independently researching company policies to answer inquires from shareholders and Financial Advisors.*Quality control associates work by reviewing calls, checking cases, and assisting with difficult scenarios.*Review team quality metrics and work with supervisor to implement constructive criticism to associates to boost team productivity. Show less *Analyze and respond to client inquiries, process transactions and meet team goals of quality, accuracy and productivity.*Provide excellent customer service on a variety of written inquiries in a fast paced, team oriented processing center environment. Must make outbound calls to Shareholder and Financial Advisors regarding requests received that are not in good order.*Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.*Review, prepare, input and verify customer requests through the use of multiple computer applications while monitoring all time-sensitive monetary transactions.*Prepared to discuss company fund information, current market conditions and industry regulations with clients, as needed while making outbound calls.*Apply department policies, procedures and requirement. Show less

  • Global Derivatives Agreement Specialist

    Mar 2020 - now

  • Transfer Agent - Customer Service Supervisor

    Jun 2019 - Mar 2020

  • Unclaimed Property Supervisor - Customer Operations

    Mar 2017 - Mar 2020

  • Main Office Services Specialist

    Apr 2016 - Feb 2017

  • Senior Associate/Team Lead

    Jul 2013 - May 2016

  • Associate

    Aug 2012 - Jul 2013