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Kayla H.
Client Service Manager at Ameriprise Financial
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About Kayla
I am a senior student pursuing a Bachelor's Degree in Business Finance and a minor in Political Science at San Diego State University. I have 1½ years experience in the financial services industry and a proven track record in delivering value and broad knowledge in Political Science, Finance, Strategy, and Investments.
Teaching Experience
I have been involved in Student Government for the past year, which has allowed me to teach others about leadership and professional development. I gave weekly presentations for a year and I am confident in my ability to provide support to others in the areas of finance and investments.
San Diego State University
Bachelor's Degree
2013 - 2016
Work Experience
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.
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