Olivia Conran
Client Relationship Associate at Design Financial Group
- Role
- Client Relationship Associate at Design Financial Group
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Olivia Conran
At Design Financial Group, I support business owners and professionals by managing the…
Experience
Client Relationship Associate
Mar 2025 — Present · MI, US
Open and process new client accounts, ensuring all necessary documentation is complete- Contribute creative ideas for advancing the business and enhancing client experience- Supporting advisors with client onboarding and maintaining detailed client records- Assist with the creation and implementation of email marketing campaigns
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