Casey Movsesian

• Collaborate with Wealth Management Advisors, Certified Financial Planners to enhance operations and improve the client experience.
• Foster skill development for Financial Representatives new to the industry and implement processes that streamline their operations for overall efficiency.
• Work closely with Financial Representatives to ensure that all required documentation is completed accurately according to compliance standards.
• Work with an average of 5 different Advisors assisting with their insurance and investment operations.

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• Managed the risk operations for a top Wealth Management Advisor
• Acted as a Client Advocate to ensure the best possible outcome of the underwriting process.
• Assisted in the preparation of quarterly reviews for clients, identifying potential needs the Advisor may want to address.
• Coordinated appointments between clients and the Advisor while managing the schedule efficiently.
• Established and maintained strong client relationships through regular follow-ups and personalized communication.
• Continually sought ways to improve the client experience by proactively addressing concerns and offering solutions.
• Collaborated with the Team to enhance service delivery and improve client satisfaction rates.
• Provided timely and accurate responses to client inquiries.