Erin Mcintosh Email and Phone Number

Communicate with advisor and client effectively during the onboarding process to obtain new client information. Inputting information into appropriate systems including paperwork. (new account openings and transfers, service agreements, investment policy statements, etc.) Support preparation of financial plans, investment plans, and client reviews using various financial planning software. Increased efficiency and productivity by creating and updating SOPs and workflows.

Served as the friendly, knowledgeable first point-of-contact in person and over the phone.Facilitated a full transition between broker dealers by re-papering all accounts and ensuring all funds and information associated with those accounts transferred correctly.Ensured continuous client satisfaction and retention by providing highest level of customer service, helping to set client expectations, and personalizing client interactions. Successfully completed Series 6 & 63 as well as Life & Health Licensing requirements.