Steven Sheffield
Client Relations / Wealth Management
- Role
- Client Relations Practice Manager at Rti Wealth Management
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Steven Sheffield
Results-driven customer service & operations leader with over 30 years of experience…
Experience
Client Relations Practice Manager
Jan 2023 — Present · Salt Lake City, UT, US
Manage the practice of an independent wealth advisor, ensuring all information needed to grow the business is up-to-date and readily available• Maintain contact lists and calendar in ClientWorks and Redtail CRM systems• Ensure client documents are properly filled out and signed to satisfy compliance and regulatory matters• Create content for web and social media marketing initiatives• Research investment-related information including corporate actions memos and tax consequences of individual securities.• Assist with Financial Planning process using eMoney Advisor[Disclaimer: I do not provide investment, tax, legal, or accounting advice. Please consult with appropriate professionals before making financial decisions.]
Education
International School of Brussels
High School Diploma, College Preparatory
1983 — 1984
University of California, Santa Cruz
Politics
Golden Gate University
Political Science
Skills
- Series 7
- Customer Service
- Fixed Income
- Business Process Improvement
- Equities
- Stock Plan Services
- Options
- Series 63
- Mutual Funds
- Tax Reporting
- Trading
- Wealth Management
- Corporate Actions
- Securities
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