Kyle Smith Email & Phone Number

Mechanicsburg, Pennsylvania, United States

Carlisle, Pennsylvania

Harrisburg, Pennsylvania Area

Greater St. Louis Area

Primary contact for internal Financial Advisors to resolve client issues promptly and efficiently. • Provide support and resolution for client inquires and conduct complex client research according to firm’s policies and regulatory requirements.• Maintain open communication and facilitate resolutions for clients on escalated issues. • Extensive knowledge of securities, clearing functions and internal policies and procedures.

Greater St. Louis Area

Support and build client relationships. Provide client support and collaborate with internal business partners to resolve client issues.• Assess, approve and process branch and client requests. Provide resolutions for problems and questions.•Provide support for clients regarding account set-up, changes and account transfers.•Manage, maintain and document client interaction and service activities.

Harrisburg, Pennsylvania Area

Oversaw and assured correct client fee billing. Monitored and maintained revenue generation. Primary client contact (POC) for internal and external communications.• Maintained client contracts, reports, inquires and provided guidance internally to staff to outline client priorities. • Interfaced with clients and determined future needs to progress toward solutions. • Identified, analyzed and presented additional opportunities for services.

Wormleysburg, Pa

Managed and monitored client assets and portfolios. • Analyzed financial data and funds in portfolio models. • Developed, prepares and presented detailed retirement plans. • Built and maintained business relationships.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree, Financial Planning And Services