Client Service Associate
CurrentPreparing financial presentations for and Investment Advisors by incorporating new and existing reports pertaining to client portfolio performance along with a market overview of the current economic conditions. Supports advisor's by meeting client's needs and requests in a timely manner. Analyze and formulate reports pertaining to fiduciary account expenditures. Create marketing pieces for business development. Generated approximately $60,000 in annual savings by obtaining administrative and investment knowledge to streamline the work process Improved marketing pieces to better accommodate the client's individual needs Conducted financial analysis to support portfolios with budgeted fiduciary expenditures