As a Senior Client Service Associate on W3’s Columbus wealth management team, I assist clients with a wide range of account-related services to ensure their financial needs are met with care and precision. My responsibilities include opening new investment accounts, assisting with life insurance and long-term care insurance applications, processing beneficiary and ownership changes, updating client information, facilitating fund transfers, and setting up withdrawals or contributions. I also keep clients informed on the status of their requests to ensure a smooth, transparent experience.
I began my career in the financial services industry in 2008 as a Registered Representative with New York Life Insurance Company, where I developed a strong foundation in both investing and insurance. That experience gave me the knowledge and skills that continue to serve me well in my role today, as I work to provide exceptional service and support to our clients.
