Kiana Donahue
Driving Client Satisfaction and Retention
- Role
- Executive Client Service Associate at Edelman Financial Engines
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Kiana Donahue
I am passionate about leveraging my expertise in financial services to drive client success and achieve business objectives. With a solid background in client relationship management, account supervision, and compliance, I excel in coordinating client meetings, resolving issues, and ensuring regulatory adherence. My meticulous attention to detail extends to preparing and reviewing account paperwork, verifying accuracy in trading, and facilitating smooth transitions for client accounts. With a proactive approach to risk management and compliance, I am adept at identifying and addressing challenges while aligning with corporate policies and regulatory standards. Committed to continuous improvement, I actively participate in projects and product rollouts to contribute valuable insights and represent our team\'s voice. Dedicated to delivering exceptional service, I thrive on assisting clients and building lasting and organic relationships. Let\'s connect and explore opportunities to drive mutual success in the dynamic world of financial services.
Experience
Executive Client Service Associate
Mar 2026 — Present · Phoenix, AZ, US
A member of the Client Services Team providing full support to an Executive Director Planner within the firm, ensuring and enhancing client satisfaction thru direct contact with clients, custodians, and other operational employees. Delivering superior service by building and nurturing the client relationship, as well as performing all related administrative functions.
Education
Corona Del Sol High School
High School Diploma
2009 — 2013
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.