Jared Buffington Email & Phone Number

Farmington, Connecticut, United States

Hartford, Connecticut, United States

Hartford, Connecticut, United States

United States

Assist transition with advisory business. Prepare all pending account paperwork and manage all pending account maintenance items. Maintain and update current client information in all CRM databases. Manage requests from clients, advisors, and client service managers pertaining to account and transition administration. Support business development efforts as appropriate. Organize, scan, maintain all paper / electronic client files. Acquire entry level operational knowledge relating to client service.

Ellington, Connecticut, United States

● Project management oversight for business development and marketing initiatives● Gained understanding of a start-up business● Responsible for the development of marketing materials and social media updates● Supported business development reporting and market data analytics