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Executed day-to-day customer services and operations via phone and front deskIndividually responsible for computing and analyzing client’s weighted average expense ratios for all branch advisorsObtained critical knowledge in the financial planning industry assisting in over 50 client-advisor appointmentsParticipated in weekly meetings to learn about proprietary offerings to implement into client portfolios

Collaborated with four client services managers overseeing $250 MM in assets under managementPerformed due diligence on all non-recommended holdings for each client’s portfolio Made outbound phone calls to clients following up with their annual reviewAttended weekly company training sessions becoming more familiar and efficient with company software