Demonstrated excellent time management and organizational skills.
February 21, 2023
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
October 04, 2022
Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.
November 22, 2022
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
December 21, 2022
Provide outstanding service and responsiveness to existing client inquiries and needs, delivering solutions and aligning resources to create an outstanding client experience.
February 13, 2023
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
February 22, 2023