Maranda Arcuri
Customer Service Specialist @Modern Wealth Management
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WORK HISTORY
Customer Service Specialist @Modern Wealth Management
Kansas City, MO, US
Responsible for accurately generating all account paperwork for prospects and clients using a combination of DocuSign, paper forms, and digital workflow with Charles Schwab and Fidelity Institutional.Collaborating with advisers on difficult or obscure paperwork.Following up with clients or other custodial firms on status or issues with account transfers.Responsible for the new account processes including - ensuring all documents are uploaded into the digital storage system and ensuring client fees are processed correctly and with the necessary forms.Manage a queue of paperwork requests, following up with clients and alerting the sales team of any issues. Monitor incoming and outgoing transactions within investment accounts.Process client service requests as assigned by sales teams in Salesforce.Ensure fields in Salesforce are completed as needed.Process incoming deposits.Work in Salesforce and Orion to make updates to client households as needed.Other projects as assigned.
EDUCATION
Rockhurst University
General Education
ABOUT MARANDA ARCURI
Self-motivated, outgoing individual passionate about customer relations, operations, and management. Pleasant personality coupled with great time management skills and organization.
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