Chloe Tigrett
Client Services Specialist at Intouch Wealth Advisors
- Role
- Client Services Specialist at Intouch Wealth Advisors
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Chloe Tigrett
Highly competent professional who can be trusted due to strong mid-west values. Excels in turning disorganized environments into smooth running operations and overhauling administrative processes to improve accuracy and efficiency. Self-starter and quick-learner who exceeds expectations.
Experience
Client Services Specialist
Jul 2014 — Present · Scottsdale, AZ
Prepare, complete and submit all client new business and servicing documents and monitor through completion-Coordinate client and prospect events from start to finish-Maintain strict confidentiality with sensitive information, client documents and personal matters-Answer telephones, supply handing and various tasks-Proficient with Redtail, NetX360, Envestnet, and Microsoft Office Suites
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.)
2009 — 2013
University of Kentucky
Bachelor of Business Administration (B.B.A.)
2009 — 2013
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