Smriti Prabhu
Client Service Associate - Coastal Bridge Advisors
- Role
- Client Service Associate at Coastal Bridge Advisors
- Location
- Fairfield, CT, US
- LinkedIn followers
- 500 followers
About Smriti Prabhu
Smriti Prabhu is a finance professional with a Master’s degree in Finance and Investment…
Experience
Client Service Associate
Jun 2025 — Present · Westport, CT, US
Provide comprehensive client service support for a base of high-net-worth and ultra-high-net-worth individuals (90%+ millionaire clients)-Manage client relationships, including onboarding, review meetings, and ongoing account maintenance through Fidelity and Pershing platforms-Coordinate and execute money movements, including ACH and wire transfers, ensuring accuracy, compliance, and timeliness-Collaborate with financial advisors to develop and refine personalized financial plans using eMoney, Tamarac, and Envestnet-Maintain and update client data and workflows in Salesforce CRM, improving operational efficiency and record accuracy-Prepare review materials and assist advisors in delivering portfolio summaries, financial updates, and investment strategy discussions.
Education
Sacred Heart University
Masters in Finance and Investment Management, Financial Mathematics
University of Mumbai
Bachelor of Commerce - BCom, Financial Markets
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