Jordan Guevara
Client Services Associate
- Role
- Client Services Associate at Califano Financial Group
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
About Jordan Guevara
In my current role as a client services associate at the Califano Financial Group, I am…
Experience
Client Services Associate
May 2024 — Present · San Pedro, CA, US
Designed a comprehensive investment strategy that was implemented in all advisory clients’ portfolios- Support financial advisors in preparing reports and documents for client meetings, opening and maintaining client accounts, and completing ad hoc assignments in a timely and accurate manner- Manage client relationships through in-person, phone, and email interactions to ensure satisfaction- Research and analyze investment options to assist financial advisors in making informed decisions- Create automation and workflow templates within the CRM system to streamline business processes- Assist in the development of financial plans by gathering client data and modeling long-term scenarios- Organize documentation for compliance, record-keeping, and audit purposes in adherence to regulations
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