Tracy Mancini Email & Phone Number

Tracy Mancini is a Client Service Specialist at Lighthouse Financial Strategies specializing in Client Experience | Policyholder Services at Lighthouse Financial Strategies. They possess expertise in customer service, project management, investment strategies, investment management, health insurance and 27 more skills.

Listed skills include Customer Service, Project Management, Investment Strategies, Investment Management, and 28 others.

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  Client Service Specialist

  Lighthouse Financial Strategies

  2007 - Present - Kansas City, Missouri Area

  As a Client Service Specialist with Lighthouse Financial Strategies, I handle a variety of requests from the advisors on our team and clients of our firm to further along the financial planning process. I am primarily responsible for the technical aspects of assembling a client's financial plan and progress report, including:Investment Related Duties: o Provide in-depth analysis of client data while utilizing financial planning tools and portfolio analysis. o Office expert in various software platformso Maintain client communication and data in our Client Record Management systemo Join client review meetingsClient Service Related Duties: o Complete all paperwork (client accounts, distribution, roll-over paperwork) with precision and accuracyo Ensure all data for client meetings is accurate and timelyo Complete ‘follow-up’ work from clients meetingso Prepare files for clients and prospective clientso Prepare / print client account information and submit documents within guidelinesAt Lighthouse Financial Strategies, we offer clients a comprehensive financial planning philosophy. We focus on creating individual solutions designed to meet our clients’ specific financial goals. We have built a solid base by providing independent and straightforward wealth management solutions.