Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Shelley Myatt

Shelley Myatt

Client Services Manager

ChappelWood Financial Services

Oklahoma City, Oklahoma Area, us

Self-directed, business professional possessing broad range of business knowledge, with outstanding communication, marketing and administrative skills; ability to present information in a variety of ways, emphasizing goals. Active team member who effectively collaborates with all levels of staff members and establishes qualit...

Message
MENU ☰

ChappelWood Financial Services

Client Services Manager

Key contact for clients in wealth management firm.
Manage all correspondence and transactions for clients.
Liaison between clients, money managers, custodians, insurance companies and wealth advisers.
Track the progress of security and insurance transactions.
Cultivate relationships and maintain communication with clients acquiring information to process transactions and keep clients informed.
Coordinate quarterly reviews and Client Advisory Board meetings, preparing agendas, providing quarterly statements and information.
Coordinate schedule for wealth advisor and the firm.
Maintain and update client information in database.
Contact prospects to attend seminars.
Coordinate seminars and follow up.