Client Services Associate
Selah Portfolios And Planning
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Anvita Bhave Email & Phone Number
Client Services Associate
at
Selah Portfolios and Planning
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
Los Angeles Metropolitan Area, United States
Who is Anvita Bhave? Overview
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Quick answer
Anvita Bhave is listed as Client Services Associate at Selah Portfolios and Planning, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Anvita Bhave.
Anvita Bhave previously worked as Barista and Cashier at Java City and Barista/ Cashier at Java City. Anvita Bhave holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of California, Irvine - The Paul Merage School Of Business.
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Selah Portfolios and Planning
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Profile bio
About Anvita Bhave
Hello, I'm Anvita Bhave, a business administration student at the UCI Paul Merage School of Business, graduating in June 2026. I am interested in finance, specifically wealth and asset management, and I am currently exploring my interest through a variety of internships in financial services and corporate finance. With experience in rebalancing portfolios, conducting contract audits, and creating unique solutions to improve the client experience, I have developed a strong foundation in finance. To supplement my business skills, I completed the Microsoft Azure AI Fundamentals certification, teaching me how to integrate AI technology effectively into business. As a creative problem solver and team player, I am committed to delivering high-quality work and exceeding expectations. I would love to connect professionally. Feel free to reach out to me on LinkedIn or at anvita.bhave14@gmail.com!
Current workplace
Anvita Bhave's current company
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8 roles
Anvita Bhave work experience
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Barista And Cashier
Barista/ Cashier
I work in a fast paced environment to take orders and prepare customer drinks. In a job where customer satisfaction is the highest priority, I have learned to look for small ways to make the process faster and more efficient. In addition, this role has sharpened my customer service skills, which will help when talking to clients in the future.
Financial Analyst
As a Financial Analyst, I created a system to monitor and improve employee performance, focusing on identifying gaps to improve efficiency. I also prepared weekly and quarterly financial reports and presented to the CFO.
Jun 2024 - Aug 2024
Teaching Assistant/ Grader
● Systematically evaluated 200+ essays and provided detailed feedback to improve student writing● Utilized strong written communication, critical thinking, and time management skills to grade efficiently
Oct 2023 - May 2024
Club Member, Mentee
● Actively participate in a membership program, attending regular meetings and contributing to club initiatives● Engage in speaker events and networking opportunities, create relationships with like-minded professionals
Sep 2023 - May 2024
Financial Planning Intern
● Spearheaded contract auditing by digitizing 1000+ customer contracts to make process efficient and paperless● Pioneered a client-centric solution to elevate the overall customer experience through client psychology and utilization of the Peak-End Rule theory, received recognition from VP of Marketing and CEO for solution
Jun 2022 - Jul 2022
Business Management Intern
Animalia
● Actively streamlined inventory management, managed comprehensive bookkeeping tasks, maintained a pristine environment, and helped with customer service and sales by having a personable, welcoming attitude● Provided comprehensive support to senior staff and management in selling and marketing products
Jun 2021 - Jul 2021
3 education records
Anvita Bhave education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
International Baccalaureate Diploma, Troy Tech Diploma, International Business, Business Management, Philosophy, Computer Science Principles
Small Business Administration/Management, Database Management, Advanced Excel, 10,11
FAQ
Frequently asked questions about Anvita Bhave
Quick answers generated from the profile data available on this page.
What company does Anvita Bhave work for?
Anvita Bhave works for Selah Portfolios and Planning.
What is Anvita Bhave's role at Selah Portfolios and Planning?
Anvita Bhave is listed as Client Services Associate at Selah Portfolios and Planning.
Where is Anvita Bhave based?
Anvita Bhave is based in Los Angeles Metropolitan Area, United States while working with Selah Portfolios and Planning.
What companies has Anvita Bhave worked for?
Anvita Bhave has worked for Selah Portfolios And Planning, Java City, Ame Medical Group, Inc. Urgent Care, Marco Learning, and Undergraduate Business Association.
How can I contact Anvita Bhave?
You can use AeroLeads to view verified contact signals for Anvita Bhave at Selah Portfolios and Planning, including work email, phone, and LinkedIn data when available.
What schools did Anvita Bhave attend?
Anvita Bhave holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of California, Irvine - The Paul Merage School Of Business.
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