Cassie McVey
Operations Manager
My background:
Years in Customer Services Industry: 15+
Years in Financial Industry: 10+
Associate of Science Degree in Business Administration
Duties include:
Day-to-Day Client Operations (withdrawals, account changes, etc.)
Assist Financial Advisors
Respond/Resolve to Client Operation Issues in a Timely Manner
Maintain Client Records and Document Client Activities/Discussions
Coordinate Internal Projects and Determine the Best Utilization of Resources to Increase Client Satisfaction/Experience
Notary Public
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