Isabella Richard
Graduate Student at Louisiana State University- Shreveport
- Role
- Customer Service Specialist at Ameriprise Financial Services, LLC
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Isabella Richard
I am a Financial Advisor at Strategic Capital in Austin, Texas, where I work with…
Experience
Customer Service Specialist
Ameriprise Financial Services, LLC
Feb 2025 — Present · Thibodaux, LA, US
I support day-to-day operations at a financial advising office by managing client communications and ensuring an organized and professional experience for every client. My responsibilities include: scheduling and confirming client appointments, coordinating advisor calendars and sending meeting reminders, calling and emailing clients to collect documents and provide updates, preparing client files and paperwork before meetings, maintaining accurate records in our CRM system, and assisting with office organization and administrative tasks. This role has strengthened my communication, time management, and organizational skills while giving me insight into the financial services industry and client relationship management.
Education
LSU Shreveport
Master of Business Administration - MBA
2025 — 2025
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