Lizet Schafer
Senior Client Service Representative @Mission Wealth
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WORK HISTORY
Senior Client Service Representative @Mission Wealth
CA, US
Liaison between Mission Wealth’s custodian partners and clients• Prepare and manage account forms• Perform ongoing account maintenance and provide personalized support
EDUCATION
University of California, Merced
(B.S.) Managment and (B.A.) Economics
ABOUT LIZET SCHAFER
I\'m a results-driven professional passionate about delivering impactful solutions and supporting meaningful change through efficient operations. With a background that spans finance, administration, and client relations, I enjoy tackling challenges, optimizing processes, and working collaboratively to achieve success.I’m committed to personal growth and am always eager to learn new skills, adapt, and expand my expertise. My career has been shaped by a desire to make a positive impact and contribute to the success of clients and teams alike.I look forward to connecting with other professionals who value innovation, teamwork, and continuous improvement.
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