Kellie Hall
Associate
- Role
- Client Service Associate at Sbc Wealth Management
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Experience
Client Service Associate
Feb 2024 — Present · Indianapolis, IN, US
Executive Assistant to CEO & Founder• Responsible for cash transfers, wires, data maintenance and reporting • Process account openings/ account transfers, funding, deposit electronic checks, money movements, etc. • Frequent custodian interaction & paperwork processing• Schedule client meetings and prepare meeting documents/report• Receive client calls and resolve questions/issues as needed• Ongoing maintenance and quality control of CRM
Education
University of Cincinnati
Bachelors
2013 — 2017
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