Megan Primrose

Megan Primrose Email and Phone Number

Client Services Administrator @ Vestia Personal Wealth Advisors
Ankeny, IA, US
Megan Primrose's Location
Ankeny, Iowa, United States, United States
Megan Primrose's Contact Details

Megan Primrose work email

Megan Primrose personal email

n/a
About Megan Primrose

In my role as an Operations Associate, I have acquired valuable experience in the realms of financial services, customer relations, and education. One of my significant achievements involved streamlining the transfer of client assets for retirement accounts. This required a meticulous analysis of transfer paperwork to ensure accuracy, and I consistently provided articulate responses to external inquiries. Cultivating positive relationships with clients and external stakeholders has been a key aspect of my work, aligning with my commitment to promoting organizational goals.My professional journey has also involved navigating diverse responsibilities with adaptability and professionalism. Notably, I have offered personalized support to special needs students and effectively resolved educational concerns in the absence of regular staff members. This multifaceted experience has allowed me to develop a versatile skill set and a keen ability to handle various tasks with efficiency and a client-focused approach. I am looking to add my skills to the business side of the healthcare industry.Areas of Expertise:Customer Service, Client Asset Transfer, Relationship Building, Problem Resolution, Professional Development, Educational Support, Process Optimization, Cross-Functional Collaborations, Front Desk Operations, Strategic Planning, Regulatory ComplianceIndustry Experience:Financial Services, Primary and Secondary Education, Government Administration, RetailFeel free to reach out to me directly on LinkedIn or at meganprimrose13@gmail.comHave a great day!

Megan Primrose's Current Company Details
Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

View
Client Services Administrator
Ankeny, IA, US
Website:
vestia.com
Employees:
29
Megan Primrose Work Experience Details
  • Vestia Personal Wealth Advisors
    Client Services Administrator
    Vestia Personal Wealth Advisors
    Ankeny, Ia, Us
  • Cetera Financial Group
    Senior Operations Professional
    Cetera Financial Group Nov 2024 - Present
  • Cetera Financial Group
    Brokerage Operations Associate
    Cetera Financial Group Apr 2021 - Present
  • Ankeny Community School District
    Substitute Associate
    Ankeny Community School District Dec 2018 - Present
    Ankeny, Ia
  • City Of Ankeny
    Lifeguard, Gym Supervisor, Volleyball Referee
    City Of Ankeny Aug 2017 - Aug 2020
    Ankeny, Ia
  • University Of Nebraska At Omaha
    Resident Assistant
    University Of Nebraska At Omaha May 2019 - May 2020
    Scott Campus
  • Official Sun Tan City
    Tanning Consultant
    Official Sun Tan City Jan 2019 - Mar 2019
    Omaha Pacific

Megan Primrose Skills

Customer Service Leadership Sales Public Speaking Time Management Team Leadership Google Apps Communication

Megan Primrose Education Details

Frequently Asked Questions about Megan Primrose

What company does Megan Primrose work for?

Megan Primrose works for Vestia Personal Wealth Advisors

What is Megan Primrose's role at the current company?

Megan Primrose's current role is Client Services Administrator.

What is Megan Primrose's email address?

Megan Primrose's email address is mp****@****aha.edu

What schools did Megan Primrose attend?

Megan Primrose attended University Of Nebraska At Omaha, Ankeny Centennial High School.

What skills is Megan Primrose known for?

Megan Primrose has skills like Customer Service, Leadership, Sales, Public Speaking, Time Management, Team Leadership, Google Apps, Communication.

Who are Megan Primrose's colleagues?

Megan Primrose's colleagues are Jen Chatfield, Aams®, Eman Khaled, Wendy Helmkamp, Dedrick Jackson, Ella Anderson, Lindsey Hanson, Fpqp®, Chris Robbins, Cfp®.

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