Experience

Keane

• United States
• Financial Services
• 1 - 100 Employee

• Client Operations Analyst

  • Dec 2017 - Present



Legacy Planning Partners

• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • May 2017 - Oct 2017

  • Service a team of financial advisors to track and ensure all practices are within compliance with Broker/Dealer • Execute and track client service requests including distributions, fee maintenance, beneficiary changes etc. • Act as liaison between client and financial advisor, and client and account carriers for various issues, inquires, and requests • Utilize CRM system for inputting and updating client information, as well as running reports for various tracking and compliance purposes • Prepare, submit, and follow through to completion applications including but not limited to IRAs, Roth IRAs, Brokerage Accounts, Annuities, Life Insurance etc. • Assist with scheduling and preparing all necessary and requested paperwork for client reviews • Manage the implementation and continued tracking of Financial Planning Service Agreements from invoicing planning fees to overseeing the submission of required paperwork before due dates



Forbes Media LTD

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Managed Services Coordinator

  • Feb 2016 - Apr 2017

  -Manage CRM software Tigerpaw to track technical support tickets, quarterly sales cycle, and general client data. -Provide all clients with a quality service experience. -Maintain schedule for technical support - plan and schedule meetings, maintenance appointments, and travel. -Oversee social media updates and interactions -Manage CRM software Tigerpaw to track technical support tickets, quarterly sales cycle, and general client data. -Provide all clients with a quality service experience. -Maintain schedule for technical support - plan and schedule meetings, maintenance appointments, and travel. -Oversee social media updates and interactions



Couture - Anshul Gambhir MD

• Exton, PA

• Marketing Assistant/ Administrative Assistant

  • Aug 2014 - Feb 2016

  -Write weekly articles for company websites, and email marketing through Constant Contact -Create and implement monthly promotions - distributed via hand-outs, magazine advertisements, website updates, and email blasts -Maintain all social media updates and interactions -Manage client profiles for 9,000+ patients using MindBody software -Process, package, and ship online orders -Provide customer service and technical support for e-commerce website -Create and organize daily financial reports -Copyedit all printed and web-based marketing materials