Kayla Wallace
Practice Manager | Administrative and Operational Support
- Role
- Client Service Associate at Ameriprise Financial Services, LLC
- Location
- Reno, US
- LinkedIn followers
- 500 followers
About Kayla Wallace
Over the past several years, I’ve focused on coordinating client-facing programs…
Experience
Client Service Associate
Ameriprise Financial Services, LLC
Feb 2020 — Present · Reno, NV, US
Support the coordination and delivery of client education seminars and communications, helping plan events, prepare materials, and manage outreach to ensure a smooth client experience. Maintain Salesforce records, assist with invitations and follow-up communications, and work with advisors and partners to keep initiatives organized and on schedule.Key Contributions:Assist in executing seminar campaigns and client eventsPrepare and review invitations, materials, and client communicationsMaintain CRM data to support accurate outreach and trackingCoordinate logistics and approvals with internal teams and external partnersHelp ensure events and communications run smoothly from planning through delivery
Education
University of Nevada, Reno
Bachelor's Degree
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