Client Service Coordinator & Marketing Associate
Fountainhead Wealth
Sacramento, California Area
Fountainhead Wealth, Inc. is a wealth management firm focused on building positive client relationships that are planning centric and built on a strong foundation of values. As the Client Service Coordinator & Marketing Associate, I provided administrative support as well as marketing assistance, my tasks included:-Provided multifaceted support for company executives through conducting research, handling informational requests, organizing and processing client based documents, reports and information, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls and scheduling meetings.-Assisted with scheduling, calendaring and following up for four financial advisors.-Responsible for client communication; included managing the phones, sorting and organizing of all mail, drafting written responses when necessary, preparing and editing correspondence and responding to regularly occurring requests for information-Processed accounts receivable and assists company accountant with accounts payable (Quickbooks proficient).-Coordinated all 2014 and 2015 events, including: three semi-annual training conferences, three client appreciation events and two educational events-Worked extensively with company’s client relationship management system to increase organization, store and access client information, and manage client relationships -Responsible for the preparation and execution of biweekly staff meetings of the Sacramento branch, which requires creation of a formal agenda, customized weekly calendars for each staff member and a detailed report of opportunities for revenue -Generated various forms of writing projects, including: press releases, client letters, biographies of financial advisors, and web content