Kani Cassens
Financial Planning Analyst at Heritage Wealth
- Role
- Client Services Representative Ii at Heritage Wealth Advisors
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Kani Cassens
Specialties: customer relationship management, relationship building, operations…
Experience
Client Services Representative Ii
Feb 2022 — Present · Charleston, SC, US
Support and partner with financial advisor in administering consistent client service and guiding clients to goal achievement- Collaborate and execute on key company initiatives as part of a team- Utilize Sales Force, Microsoft Teams, Thompson One, and various other tools daily- Complex decision making to meet compliance requirements- Organized, created, and executed complex multi-team member demonstration of start to finish operational execution at annual all team meeting.
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Administration, Management
2004 — 2007
Sprayberry High School
High School Diploma
1999 — 2003
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