ChappelWood Financial Services
Client Services Manager
April 2014 — Present
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.