Amanda R.
Director of Client Services
- Role
- Director of Client Services at Wealth Enhancement
- Location
- Lees Summit, MO, US
- LinkedIn followers
- 500 followers
About Amanda R.
Driven and detail-oriented professional with extensive experience in banking, tax preparation, and client services. Currently serving as Director of Client Services at a respected local firm, I bring a strong foundation in customer relationship management, financial operations, and team leadership. Highly skilled in Microsoft Office Suite, record keeping, and interpersonal communication, with a proven ability to manage time effectively and maintain high standards under pressure. Recognized for reliability, professionalism, and a results-focused mindset.
Experience
Director of Client Services
Aug 2025 — Present · Lees Summit, MO, US
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond.Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.