Zak Brooks Email & Phone Number
Senior Client Service Specialist @ EPIC Retirement Plan Services
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Zak Brooks Location
- Rochester, NY, US
Zak Brooks Work
- Senior Client Service Specialist @ (September 2026 - Present)
- Onboarding Consultant @ (July 2026 - September 2026)
- Clerk @ Town of Irondequoit (August 2024 - July 2026)
- Compliance Administrator @ (January 2022 - June 2024)
- Client Relationship Manager @ (July 2021 - January 2022)
- Design Consultant @ (February 2021 - July 2021)
- Strategic Accounts Sr Relationship Manager @ (June 2014 - February 2021)
- Senior Strategic Account Manager @ (June 2014 - February 2021)
- Customer Assistance Specialist and UPFORB Relationship Manager @ (June 2012 - June 2014)
- Customer Specialist @ (June 2012 - June 2014)
- HL ID Quality Specialist II @ (August 2011 - August 2012)
- Quality Specialist @ (August 2011 - June 2012)
- Smartphone, Tablet and Handheld Technical Support Consultant @ (October 2010 - August 2011)
- Client Administrator @ (December 2007 - April 2010)
- Service Analyst @ (November 2006 - December 2007)
- Studio Manager @ Leichtners Studios (May 2003 - January 2005)
- Voice Transition Specialist and Service @ Choice One Communications (January 2002 - May 2003)
- Quality Assurance Team Leader @ ADT Security Services, Inc (January 1998 - January 2001)
Zak Brooks Education
- Gordon College
Bachelor of Science (Biology - Marine Concentration)
1992-1996 - West Irondequoit High School
Biology
1989-1992 - Tropical Coastal Waters
Marine Biology Research Program
1995 - Gordon College
Bachelor of Science (Biology, Marine Conentration)
Zak Brooks Skills
- 401(k) Retirement Savings Plans
- Account Management
- Analysis
- Analytical Skills
- Biology Education
- CRM
- Calm
- Capability
- Client Communication
- Client Rapport
- Client Relations
- Client Relationship Strengthening
- Communication
- Communicator
- Compliance Consulting
- Compliance Reporting
- Compliance Testing
- Customer Satisfaction
- Customer Service
- Daily Operations Management
- Document Retrieval
- Employee Benefits
- Ethics
- Financial Services
- Goal Oriented
- Hiring
- Leadership
- Loan Compliance
- Managing Accounts (Accounting)
- Onboarding
- Organization Skills
- Passport
- Plan Compliance
- Policy
- Problem Solving
- Process Improvement
- Project Management
- Qualified Retirement Plans
- Quality Assurance
- Records Management
- Regulatory Audits
- Relationship Management
- Reliability
- Retirement Benefits
- Retirement Plan Consulting
- Retirement Planning
- Retirement Services
- Self-Management
- Strategic Accounts
- Strategic Relationships
- Teaching
- Teamwork
- Time Management
- Training
- Translation
- Working With Clients
- Photoshop
- Marketing
- Microsoft Office
- Strategic Planning
- Microsoft Excel
Zak Brooks Summary
- Zak Brooks, based in Rochester, NY, US, is currently a Senior Client Service Specialist at EPIC Retirement Plan Services. Zak Brooks brings experience from previous roles at Ascensus, Town of Irondequoit and Human Interest. Zak Brooks holds a 1992 - 1996 Bachelor of Science in Biology - Marine Concentration @ Gordon College. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Analysis, Analytical Skills, Biology Education and more. Zak Brooks has 2 emails and 1 mobile phone numbers on RocketReach.
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