Jared Fossler
Client Relationship Manager at TIAA
- Role
- Client Relationship Manager at TIAA
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jared Fossler
Aspiring Wealth Advisor with five years of client-facing experience in financial services at TIAA, supporting wealth management advisors and delivering high-quality client service.Currently completing my M.S. in Financial Planning at the University of Georgia and preparing to sit for the CFP® exam later this year. Highly motivated and committed to continuous growth, I enjoy turning complex financial situations into clear, simple guidance and creating positive client experiences that leave people feeling confident and supported.
Experience
Client Relationship Manager
Jan 2023 — Present
Managed 3 books of business at a time, 2400+ clients in total- Tracked 5+ different kinds of activities through all stages to assist participants with service needs- Took on tasks outside of scope to increase teaming and opportunity efficiencies- Lead weekly practice management meetings with advisor to manage book effectively and track opportunities - Created referrals resulting in $5M+ of business closed
Education
The University of Georgia
Master of Science - MS, Financial Planning
Baylor University
Bachelor of Business Administration - BBA, Finance
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