Jenny Elstein
Client Service Associate at Talisman Wealth Advisors
- Role
- Client Service Associate at Talisman Wealth Advisors
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Jenny Elstein
Analytical financial professional with a proven background in assisting advisors in determining clients’ needs and sculpting client financial strategies. A critical thinker with over 20-years’ experience processing accounts, fostering strong client relationships, maintaining regulatory compliance, and leading special projects. Instrumental in identifying, developing, and implementing procedural improvements to advance business procedures. An experienced communicator continually focused on building strong team efforts and synergy through mentoring and training.Areas of Expertise include: Team Administration Auditing Microsoft Office Project Management Transaction Processing LaserApp Procedural Development Client/Partner Relations Administrative Support Client Relationship Management Staff Training & Mentoring Financial Analysis Financial Planning Regulatory Compliance Envestnet eMoney SmartStation Redtail CRM
Experience
Client Service Associate
Jul 2024 — Present · Mountainside, NJ, US
Education
University of North Carolina at Greensboro
Bachelor of Science
Skills
- Word
- Research
- Outlook
- Series 63
- Investments
- Series 65
- 409a
- Customer Service
- Mutual Funds
- Customer Relations
- Relationship Management
- Account Management
- Retirement
- Business Analysis
- Project Management
- Client Services
- Operational Planning
- Defined Benefit
- Excel
- Non-Qualified Deferred Compensation
- Process Improvement
- Operational Analysis
- Operational Excellence
- Client Service
- Series 7
- Series 6
- Problem Solving
- Insurance
- Business Planning
- Operations Management
- Microsoft Office
- Wealth Management Services
- Administration
- Securities
- Business Process Improvement
- Financial Services
- Powerpoint
- Microsoft Excel
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