As a Client Service Representative at Imber Wealth Advisors, I am committed to providing top-notch service to our valued clients. With a deep understanding of financial services and a dedication to excellence, I am the first point of contact for our clients’ inquiries and concerns. My role involves effectively addressing client needs, updating client and firm documents and reports, scheduling appointments, preparing the advisor for meetings and coordinating with our team to ensure a seamless client experience. I thrive in a fast-paced environment, leveraging my problem-solving skills to resolve issues promptly and ensure client satisfaction. My goal is to contribute to the success of our clients and the growth of our financial advisory services by delivering exceptional customer support.

While with PNC I received numerous awards for outstanding customer service. I was also able to meet and often exceed the goals presented to me each quarter. I began as a teller in 2011, and took the position as an FSC in April 2014.Responsibilities:Utilizing various conversation techniques I am responsible for uncovering what products and services will truly benefit our customersRefer and schedule appointments for customers when they are in need of meeting with different bank representativesSchedule and host monthly workplace on-site events to encourage our business customer’s employees to establish a relationship with PNCResolve any issues or concerns that customers may haveGather and enter information necessary for compliance when opening and establishing any type of account maintenance or new accountsAttend and complete the training to perform various job tasks