Josh Bauder

Experience

• 

  Bank of America

  Jan 2003 - Jan 2013

  Client Success Manager

  Strengthened business practice effectiveness through successful management of internal projects. Identified opportunities that increased participation, retention rates and new business circulation, while serving as a client consultant recommending new plans, products, and services. Independently maintained $3 billion in retirement assets while governing and guiding a book of 35+ clients.

• 

  Bank of America

  Oct 2013 - Feb 2019

  Client Implementation Project Manager

  Management of major projects while supervising multiple vendors and internal business relationships. Successful project management resulting in functional implementation of File Transfer Protocol (FTP/SFTP) 3rd party collaboration, client satisfaction, and most rewarding; $100 million in assets to BOM/Merill Lynch portfolio thru personal client projects.

• 

  Alight Solutions

  Feb 2019 - now

  Sr. Client Manager

  Successfully manage and maintain multiple investment providers/programs including but not limited to mutual funds, 457-B, 401(k), fixed income, and EFTs. Provide accurate data-based client consultation regarding enhancements such as benefit affairs, plan management and retirement services. Increased service utilization, delivery of precise business plans and goal mastery and completion among business clientele.