Brooke Hibsher
Client Services Assistant @Kuhns Wealth
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WORK HISTORY
Client Services Assistant @Kuhns Wealth
Reston, VA, US
Maintain accurate and well-organized client documentation across physical and digital systems.• Prepare and distribute client reports, including performance and financial documentation.• Coordinate client communications and schedule meetings between advisors and clients.• Troubleshoot and resolve client service inquiries while maintaining up-to-date knowledge of client accounts.• Provide administrative and operational support to the advisory team and collaborate with Client Service Associates and Certified Financial Planners.
EDUCATION
Plymouth State University
Masters, Business Administration and Management, General
University of Scranton
Bachelor's degree, Business Administration and Management, General
ABOUT BROOKE HIBSHER
I recently earned a Master of Business Administration with a concentration in Accounting from Plymouth State University, along with the Financial Planning & Analysis (FP & A) Certificate from the Institute of Management Accountants. I hold a Bachelor’s degree in Business Administration with a minor in Educational Studies from the University of Scranton.My professional background in administrative and client service roles has helped me develop strong skills in communication, organization, teamwork, and operational support. I currently work as a Client Services Assistant at Kuhns Wealth, where I support advisors and clients through account administration, reporting, and client communication while helping ensure a smooth and efficient client service experience.
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