Provide outstanding service and responsiveness to existing client inquiries and needs, delivering solutions and aligning resources to create an outstanding client experience.
December 30, 2019
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
March 02, 2020
Act as a technical resource, provide training and support team members.
March 09, 2020
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
April 09, 2020
Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.
May 29, 2020
Review and respond to emails as necessary and be a positive team member across the practice.
June 02, 2020