Well-informed Client Services Manager adept at supplying quick responses to financial inquiries from internal management and potential clients.
Provide world-class customer service to wealth management clients and partners. Daily tasks include meeting with clients and assessing their needs, manage all correspondence between financial advisors and compliance, set up and manage all new accounts, provide quarterly reports to clients, and various administrative duties.
Managed a staff of six employees and was responsible for all office operations, including accounts payables and receivables, patient relations, marketing, scheduling of appointments, collections, treatment plans, billing, dental insurance verification, file insurance, appointment confirmation, and assisted all Spanish-speaking patients.
Assisted owner with all aspects of running the business, including contacting businesses and to hospitals to schedule book fairs, preparing and mailing of all correspondence, payroll, and sales.
Responsible for handling all administrative duties. Assisted financial advisor in executing to buy/sell orders on stocks and bonds. Prepared portfolio reviews by creating a spreadsheet that allowed clients to view their account value, performance, and portfolio status. Interacted with clients in person and over the phone. Provide clients with quality customer service by proactively responding to their questions and/or concerns. Worked in conjunction with other brokers and provided support when needed.
Phi Theta Kappa
Phi Kappa Phi
Sigma Beta Delta
Fluent in Spanish
Currently studying for the series 7 examination
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