Experience

Strategence Capital, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Associate

  • May 2012 - Present

  I have been with Strategence Capital, LLC (formerly Stoller Financial Group) since Tim Stoller started the firm in 2012. My responsibilities include the following: Coordinate and maintain information and databases for our 401K plans. Servicing the 401K participants with Enrollment, Rollovers, etc. Provide valuable support to the Financial Advisor and clients for an efficient and pleasant client experience. Communicate with prospects/clients regarding appointments, and servicing of accounts. Prepare and generate portfolio review reports for client/financial advisor meetings. Ensure that compliance processes for the office are current and in place. Process trade transactions at the direction of the financial advisor. Coordinate the imaging and storage of client documents.