Robert Ward
About Robert Ward
Robert Ward serves as a Pension Administrator III at Western & Southern Financial Group, where he has worked since 2021. With over 23 years of experience in the 401k Retirement Savings Plans industry, he has a strong background in customer service and team training.
Work at Western & Southern Financial Group
Robert Ward has been employed as a Pension Administrator III at Western & Southern Financial Group since 2021. In this role, he is based in Cincinnati, Ohio, and has accumulated three years of experience within the organization. His responsibilities include managing pension-related tasks and ensuring compliance with relevant regulations and policies.
Education and Expertise
Robert Ward earned a Bachelor's degree in Elementary Education and Teaching from the College of Education and Human Services at the University of Cincinnati. His studies spanned from 1985 to 1991. This educational background complements his extensive experience in the retirement savings plans sector, particularly in 401k plans.
Background
Robert Ward has over 23 years of experience in the 401k Retirement Savings Plans industry. Prior to his current position, he worked at Fidelity Investments for 24 years as a Client Service Manager. His tenure at Fidelity Investments equipped him with a deep understanding of client service and the intricacies of retirement plans.
Achievements
Throughout his career, Robert Ward has received numerous accommodations and awards for his excellent customer service. His commitment to client satisfaction is reflected in his ability to train team members effectively and ensure clear communication with clients.
Skills and Competencies
Robert Ward possesses strong interpersonal skills that enhance both teamwork and individual performance. He is skilled in understanding, interpreting, and applying company policies and procedures, which contributes to his effectiveness in managing pension administration tasks.