Stephanie Weiss

Stephanie Weiss Email and Phone Number

Client Service Associate @ Barnum Premier Client Group
New York, NY, US
Stephanie Weiss's Location
New York, New York, United States, United States
About Stephanie Weiss

I believe in a disciplined approach to working with clients focusing on providing timely support and respectful, responsive service in the financial services industry.

Stephanie Weiss's Current Company Details
Barnum Premier Client Group

Barnum Premier Client Group

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Client Service Associate
New York, NY, US
Website:
barnumpcg.com
Employees:
9
Stephanie Weiss Work Experience Details
  • Barnum Premier Client Group
    Client Service Associate
    Barnum Premier Client Group
    New York, Ny, Us
    View
  • Barnum Financial Group
    Team Operations Associate
    Barnum Financial Group Jan 2024 - Present
    View
  • Halliday Financial
    Executive Financial Assistant
    Halliday Financial Jul 2020 - Dec 2023
    • Executing asset movement including wires, ACH, journals, rollovers• Opening both qualified and non-qualified accounts• Training new hires on client onboarding and asset movement• Entering and processing trades for Portfolio Managers including equities, mutual funds and fixed income• Back up to the Head of Training Operations• Organizer of Monthly Financial Advisor Meetings - acting as point of contact internally and externally• Gathering appropriate documents for client meetings• Assisting on site with client meetings to provide on hand client satisfaction
    View
  • Halliday Financial
    Business Processing
    Halliday Financial Jun 2018 - Jul 2020
    • Front Desk Reception• Delegation of tasks to seasonal interns• Uploading all business onto the CRM database• Redacting• Processing all new business to the appropriate fund company • Assistance to CFO with monthly FINRA reports
    View

Stephanie Weiss Education Details

Frequently Asked Questions about Stephanie Weiss

What company does Stephanie Weiss work for?

Stephanie Weiss works for Barnum Premier Client Group

What is Stephanie Weiss's role at the current company?

Stephanie Weiss's current role is Client Service Associate.

What schools did Stephanie Weiss attend?

Stephanie Weiss attended Queens College, Hofstra University.

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