As Client Service Associate, my responsibilities include various aspects of the client relationship. I support the Financial Advisors with client meeting scheduling, new business processing, client record updates, office administration and overall assistance with communications with clients. I am committed to delivering excellent service to our clients.
I am new to the team as of January 2021 and am excited to learn more about the Financial Services Industry. In addition to my role as Client Service Associate, I will be focusing on implementation and improvement of technology and business processes for Artisan Square Financial Group. I previously spent the last 7 years at GE Aviation in Supply Chain and am delighted to be a part of the team.
I currently have my SIE registration and am working on my Series 7 licensing. I live in East Walnut Hills with my husband Kemp and son, Magnus. When not working you will find me reading, exercising, or starting a new house project.