Ethan Campbell Email & Phone Number

California, United States

United States

As Senior Client Service Manager, I take care of a host of diverse details and responsibilities for my clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. I maintain an open communication with my clients, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their requests and needs are attended to. Working as part of a team with the Regional Director and Relationship Manager, we aspire to know our clients well so that we can address their unique needs and preferences.

Long Beach, California, United States

As Client Service Manager, I take care of a host of diverse details and responsibilities for my clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. I maintain an open communication with my clients, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their requests and needs are attended to. Working as part of a team with the Regional Director and Relationship Manager, we aspire to know our clients well so that we can address their unique needs and preferences.

Long Beach, California, United States

As Associate Client Service Manager, I take care of a host of diverse details and responsibilities for client accounts. My role includes maintenance of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. I maintain an open communication with clients and staff, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their requests and needs are attended to. Working as part of a team with the Regional Director and Relationship Manager, we aspire to know our clients well so that we can address their unique needs and preferences.

Newport Beach, California

Handle the inflow and outflow of cash and calculate the final revenue of all third-party services daily.Tracking guest preferences and profiles ensured our guest satisfaction, which increased our positive guest reviews over the past quarters.Trained and led a group of ten people that helped streamline our workflow, and therefore increase the productivity of our team.

Huntington Beach, California

Managed a team of five people while keeping track of our finances, which ensured that guests were satisfied and our store retained its proper earnings.

Master Of Science - Ms, Finance

Business Finance, Finance And Financial Management Services