Carrie Tracey
Multi-Industry Business Pro | Prioritizing Faith and Family
- Role
- Client Service Associate at Real Wealth Planning
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Carrie Tracey
Top-ranked sales leader and licensed REALTOR® with a proven track record of driving…
Experience
Client Service Associate
Aug 2023 — Present · Austin, TX, US
At Real Wealth Planning, we partner with individuals, families, and organizations to create a foundation for lasting financial freedom. Through our comprehensive life planning process, we craft custom financial plans that prioritize your best interests, ensuring a path that aligns with your values and vision for your future. We are intentional in helping our clients build \"real wealth,\" defined as the ability to get up each morning and live a life that is meaningful to you.As a part-time Client Service Associate, I support the day-to-day operations of our firm by managing administrative tasks and overseeing the operational logistics that ensure a seamless client experience. I lead the client onboarding process and work closely with our Financial Advisor to maintain efficient workflows across our robust tech stack, including Wealthbox CRM, RightCapital, PreciseFP, AdvicePay, and Altruist. My role plays a key part in helping our team deliver personalized, high-touch service rooted in our mission to align financial planning with each client’s values and vision.
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