Marnie McGarrigle
Langhorne,PA
Summary
Resourceful Client Service Coordinator known for high productivity and efficient completion of tasks. Possess strong skills in time management, problem-solving, and communication. Excel in teamwork, adaptability, and empathy to ensure outstanding client service and support. Ready to leverage abilities to contribute positively to a new work environment.
Overview
29
29
years of professional experience
Work History
Client Service Coordinator
Great Oak Wealth Partners (Ameriprise)
Langhorne, PA
03.2013 - Current
- Developed strong relationships with clients through regular contact and follow-up communication.
- Scheduled meetings with prospective and existing clients to optimize long-term business success.
- Facilitated all correspondence, plans, and financial information in compliance with company regulations.
- Collaborated with team members to streamline operational workflows and improve efficiency.
- Recorded monthly expenditures.
Financial Planning Assistant
Ameriprise Financial
Langhorne, PA
03.1996 - 03.2003
- Managed scheduling of appointments between clients and financial advisors efficiently.
- Assisted in preparing financial planning documents, as well as presentations showcasing portfolio performance and recommendations.
- Prepared applications for clients.
- Coordinated documentation into files while adhering to regulatory requirements.
- Attended seminars and workshops to stay up-to-date with industry changes and regulations.
Education
BBA - Accounting And Human Resources
Temple University
12-1993
Skills
- Team collaboration
- Problem solving
- Attention to detail
- Effective communication
- Time management
- Scheduling and planning
- Organizational skills
- Technical proficiency
- Data entry
Timeline
Client Service Coordinator
Great Oak Wealth Partners (Ameriprise)
03.2013 - Current
Financial Planning Assistant
Ameriprise Financial
03.1996 - 03.2003
BBA - Accounting And Human Resources
Temple University
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