Maggie Meiners Email & Phone Number

Mahatma Gandhi is quoted as saying, “Live as if you were to die tomorrow. Learn as if you were to live forever.” We can learn a lot from our customers and oftentimes, they will tell us exactly what they want if we listen carefully. As someone who has had the opportunity to interact with customers in a financial services setting, it is even more important to listen to what their needs are because what is done with this information can have tremendous impacts on their wealth and fiscal health. As a friendly, customer-driven, and highly approachable office professional, I take exceptional care in producing high-quality work, and that includes learning and listening from customers. Co-workers have recognized my knack for immediately building rapport with clients to build collaboration towards company goals. Combined with my innate ability to think fast and be resourceful in responding to quickly changing work requirements, I have become recognized by management for a high degree of organization and attention to detail in daily tasks as well as long-term projects.AREAS OF EXPERTISE:===================Client Relationship ManagementWealth ManagementParaplanningAsset AllocationTrade ProcessingOffice OperationsClient CommunicationsCustomer Service

Listed skills include Customer Service, Investments, Microsoft Office, Data Entry, and 16 others.