Robyn Elliott

Robyn Elliott Email and Phone Number

National Client Service Specialist @ Mercer Advisors
denver, colorado, united states
Robyn Elliott's Location
Louisville, Kentucky, United States, United States
Robyn Elliott's Contact Details

Robyn Elliott personal email

n/a
About Robyn Elliott

Experienced Client Service Specialist with a demonstrated history of working in the financial services industry. Skilled in RedTail CRM, Salesforce CRM, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Business Process Improvement, and Public Speaking. Strong administrative professional with a Bachelor’s Degree focused in Management from Murray State University.

Robyn Elliott's Current Company Details
Mercer Advisors

Mercer Advisors

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National Client Service Specialist
denver, colorado, united states
Website:
merceradvisors.com
Employees:
413
Robyn Elliott Work Experience Details
  • Mercer Advisors
    National Client Service Specialist
    Mercer Advisors Mar 2024 - Present
    Remote
    View
  • Jeremy White Cpa & Family Wealth Advisor
    Client Service Specialist
    Jeremy White Cpa & Family Wealth Advisor Oct 2018 - Mar 2024
    Paducah
    I assist clients with servicing their investment account, navigating their online experience, and planning for their preferred future. Using my nine years of experience in the financial services industry, I enthusiastically roll out the red carpet for clients.
  • Fox & Company Wealth Management
    Office Manager
    Fox & Company Wealth Management Aug 2015 - Sep 2018
    Mayfield, Ky
  • The Murray Bank
    Deposit Operations
    The Murray Bank Apr 2012 - Aug 2015
    View

Robyn Elliott Skills

Microsoft Office Powerpoint Microsoft Excel Public Speaking Microsoft Word Research Social Media Fundraising Social Networking Marketing Data Entry Outlook Facebook Community Outreach Financial Analysis Process Improvement Inventory Management

Robyn Elliott Education Details

Frequently Asked Questions about Robyn Elliott

What company does Robyn Elliott work for?

Robyn Elliott works for Mercer Advisors

What is Robyn Elliott's role at the current company?

Robyn Elliott's current role is National Client Service Specialist.

What is Robyn Elliott's email address?

Robyn Elliott's email address is re****@****ank.com

What schools did Robyn Elliott attend?

Robyn Elliott attended Murray State University.

What skills is Robyn Elliott known for?

Robyn Elliott has skills like Microsoft Office, Powerpoint, Microsoft Excel, Public Speaking, Microsoft Word, Research, Social Media, Fundraising, Social Networking, Marketing, Data Entry, Outlook.

Who are Robyn Elliott's colleagues?

Robyn Elliott's colleagues are Connor Thomas, Cfp®, Cap®, Alexandra Wilde, Meghan Frank, Mba, Tabitha Halperin, Shrm-Cp, Marie Levinsky, Keenan Stout, Cfp®, Josh Rolin.

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