Experience

Masonboro Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Mar 2022 - Present

  Account Servicing such as processing withdrawals, beneficiary updates, address changes, etc. with limited assistance.Prepare required paperwork and facilitate client account opening with our custodian.Administrative Responsibilities including answering client calls, mailings, and system updatesCalculating and debiting advisory fees quarterly in our portfolio management systemOrganize firm calendar and manage the client review process.Building relationships with our client base by consistently providing the highest level of customer service.Abide by the firm's standardized processes, with a focus on increasing efficiencies and accuracy, and leveraging technology to streamline or automate manual processes.Maintain required tracking sheets and supporting documentation for compliance-related purposes.



Capital Investment Partners-US Inc

• President

  • Jan 2006 - Mar 2022