Hilary Gugig
Client Services Professional | Library and Information Science Graduate Student
- Role
- Client Services Coordinator at Kings Mill Wealth Advisors
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Hilary Gugig
I am deeply passionate about delivering personalized, client-focused solutions within the…
Experience
Client Services Coordinator
Jan 2025 — Present · Towson, MD, US
As a Client Services Coordinator at Kings Mill Wealth Advisors, I serve as a primary point of contact for clients, ensuring that their needs are met with personalized, timely, and high-quality service. I play a pivotal role in fostering strong, long-lasting relationships by providing support across various client interactions, handling inquiries, and facilitating seamless communication between clients and the advisory team.Key Responsibilities- Client Relationship Management: Build and maintain positive, trust-based relationships with clients, addressing concerns, providing information, and delivering proactive solutions to ensure client satisfaction and retention- Administrative Support: Coordinate client meetings, schedule consultations, and assist with the preparation of financial documents and reports, ensuring that all interactions are well-organized and efficient- Operational Efficiency: Manage day-to-day client service operations, ensuring accuracy and confidentiality in handling sensitive financial information- Problem-Solving & Issue Resolution: Collaborate with internal teams to resolve any client issues or concerns, providing timely and effective solutions that align with the firm’s service standards- Data Management & Reporting: Maintain up-to-date client records, ensuring all data is accurate and easily accessible for the advisory team. Generate reports as needed to support the firm’s financial planning and client servicing processes- Client Onboarding: Assist new clients in the onboarding process, ensuring a smooth transition into the firm’s services while explaining policies and procedures in a clear and approachable manner.
Education
University of Maryland
Master of Library & Information Science - MLIS
2024
North Carolina State University
Bachelor of Arts
2012 — 2016
Skills
- Microsoft Word
- Communication
- Photoshop
- Powerpoint
- Microsoft Excel
- Teaching
- Microsoft Office
- Social Media
- Public Speaking
- Customer Service
- Research
- English
- Teamwork
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