Abigail Tebo
Client Service Specialist at 7Crest Financial Partners - Ameriprise Financial Services, LLC
- Role
- Client Service Specialist at Ameriprise Financial Services, LLC
- Location
- Webster, NY, US
- LinkedIn followers
- 500 followers
About Abigail Tebo
I’m a Client Service Specialist at 7Crest Financial Partners, delivering organized and thoughtful service to clients and advisors. With experience in financial services, sales, and client relations, I thrive on solving problems and building trust. I am passionate about helping clients feel confident in their financial journey while continuing to grow professionally in the financial services industry.
Experience
Client Service Specialist
Ameriprise Financial Services, LLC
Nov 2025 — Present · Henrietta, NY, US
Prepare and process ~40 client account preps weekly, including new business and account maintenance documentation, ensuring accuracy and regulatory compliance-Manage financial forms and advisor-directed requests, coordinating resolution through professional email communication to keep cases moving efficiently-Collaborate with 5–7 advisors to support workflow efficiency and maintain accurate client and performance data for internal reporting
Education
SUNY Geneseo
Bachelor's degree, Business Administration and Management, General
Monroe Community College
Associate of Science - AS, Business Administration and Management, General
Webster-Schroeder High School
High School Diploma
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