Tim Whall serves as a Senior Retirement Service Consultant at Ascensus, where he leverages his extensive expertise in retirement plan administration and client relationship management to enhance the overall client experience. With a proven track record of managing client portfolios exceeding $600 million in assets,...
Tim Whall serves as a Senior Retirement Service Consultant at Ascensus, where he leverages his extensive expertise in retirement plan administration and client relationship management to enhance the overall client experience. With a proven track record of managing client portfolios exceeding $600 million in assets, Tim is dedicated to driving business growth and optimizing operational efficiency. His role involves providing critical support to financial advisors, third-party administrators, and plan sponsors, ensuring that their inquiries are addressed promptly and effectively.
At Ascensus, Tim plays a pivotal role in fostering collaboration among internal teams, focusing on process improvement and risk management. He is adept at capturing the voice of the client, utilizing insights to identify areas for efficiency gains and enhancements. By analyzing proactive reports and conducting periodic touchpoints, Tim ensures that client needs are met while also striving to retain clients through cost-effective solutions and exceptional service delivery. His commitment to customer satisfaction is evident in his approach to relationship building, where he emphasizes open communication and a deep understanding of client objectives.
Tim’s expertise in defined contribution plans, particularly 401(k) retirement savings plans, positions him as a subject matter expert in the industry. His skills in business process improvement and coaching enable him to guide clients through complex retirement plan structures, ensuring they derive maximum value from their investments. As a passionate advocate for world-class client experiences, Tim Whall continues to make significant contributions to the retirement services landscape, driving engagement and fostering long-term partnerships.
