Office Manager
Krouse Financial Strategies
Shamokin Dam, PA
10.2022 - 05.2023
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.