Ona Lea C.
Senior Client Services Administrator at Integrity Financial Group
- Role
- Senior Client Services Administrator at Integrity Financial Group
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
About Ona Lea C.
I have over 20 years of experience in the financial services industry. I started as a…
Experience
Senior Client Services Administrator
Aug 2022 — Present · Tempe, AZ, US
Providing excellent client services to existing clients with brokerage and annuity account related questions, account access, asset transfers, annuitization plans, PIP plans, PDP plans, RMD\'s, beneficiary changes, and death claims. Maintain all client correspondence and files.
Education
Emporia State University
Fashion Merchandising
1984 — 1986
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.