Client Relationship Manager@ Ascensus
Hatboro, Pennsylvania, United States
Kate Brossman
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FlashIntel GPTKate Brossman is a Senior Retirement Service Consultant with over 25 years of client-focused and consultative customer service experience. She has worked with Plan Administrators, Financial Professionals, and internal staff to provide support to administer their plans. Kate's professionalism and attention to detail make her adept at assessing situations quickly to tailor her communication to each client's needs. She has worked at Ascensus in various roles, including Retirement Service Consultant and Senior Retirement Plan Analyst. Additionally, she has experience as a Zumba Instructor.
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About
I am a Senior Retirement Service Consultant and have collaborated with Plan Administrators, Financial Professionals, as well as internal staff to assist them with the support needed to administer their plans. During the course of my career I have developed a skill set of over 25 years of client focused and consultative customer service experience. My professionalism and attention to detail is what helps me to assess situations quickly to effectively tailor my communication to each specific client’s needs.
...See MoreWork Experience
Senior Retirement Services Consultant
Client Relationship Manager
Retirement Service Consultant
Senior Retirement Plan Analyst
Financial Services
Kate Brossman's Professional Milestones
- Client Relationship Manager (2015-11-01~2017-10-01): Developed data-driven retirement plans to optimize the company's savings and optimize retirement plans for maximum efficiency.
- Senior Retirement Services Consultant (2015-11-01~): Provided expert guidance to clients, enhancing their financial stability and ensuring financial stability.
Skill
Customer Service
Team Building
Microsoft Excel
Microsoft Office
Microsoft Word
Budgets
Outlook
Management
Strategic Planning
Account Management
Powerpoint
Certification
Colleagues
Denyelle S.
product owner at ascensus
Joe Dashiell
j d i construction llc - owner
Joannie Zelten
Product Owner
Allison Chalmers
Director Leader Coach | Experienced Agile Product Owner | Digital Product Delivery | Financial Services | Certified Spokesperson And Safe 6
Andrew Wagner, CSPO
Project Manager | Product Owner
Other Named Kate Brossman
Frequently asked questions
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Kate Brossman's social media include: Linkedin,
Kate Brossman works for Ascensus
Kate Brossman's role in Ascensus is Client Relationship Manager
Kate Brossman works in the industry of Financial Services
Kate Brossman's colleagues are Denyelle S.,Joe Dashiell,Joannie Zelten
Kate Brossman's latest job experience is Client Relationship Manager at Ascensus
