Olivia Westermeier
Client Relationship Manager
- Role
- Client Service Specialist at Comprehensive Financial Consultants
- Location
- Westfield, IN, US
- LinkedIn followers
- 500 followers
About Olivia Westermeier
Advocate for bringing businesses in the community together to maximize growth and to create opportunities. Women in business advocate.
Experience
Client Service Specialist
Comprehensive Financial Consultants
Feb 2024 — Present · Cicero, IN, US
Retirement/Investments - open new annuities, life insurance apps-New client onboarding, document prep -Compliance officer designee (SEC)-Financial workshops and estate planning workshops- Trading -Life Insurance Licensed
Education
Ball State University
High School, Business Administration and Management, General
2016 — 2020
Ivy Tech Community College
Business Administration and Management, General
2015
Skills
- Banking
- Credit
- Phone Etiquette
- Microsoft Office
- Sales
- Customer Service
- Finance
- Cross Selling
- Retail Banking
- Microsoft Excel
- Management
- Time Management
- Organization Skills
- Regulatory Compliance
- Team Leadership
- Consumer Lending
- Coaching
- Social Media
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