
Detail-oriented individual with exceptional communication and project management skills. Seeking an entry level role in Wealth Management as a Client Service Associate or similar role.
Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.
Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
I thrive off building relationships and helping clients meet their goals with a positive attitude and friendly demeanor.
BLS Certification
First Aid and CPR Certified