Ameriprise Financial, Client Service Manager
2015 - 2016
-Monitored an annual $20,000 client seminar and event budget.
-Improved meeting prep efficiency 75% by systematizing an end to end workflow.
-Performed client data entry into Ameriprise applications such as Box, NaviPlan, and Konect.
-Analyzed income, expenses, taxes, and risk tolerances needed for over 100 financial plans.
-Delivered compliance disclosures for regulations required by Ameriprise Financial and FINRA.
-Elevated client satisfaction through relationship-building with over 200 clients.