Terry Conner
Client Operations Specialist
- Role
- Client Operations Specialist at Annex Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Terry Conner
Specialize in building strong internal and external relationships to achieve the vision…
Experience
Client Operations Specialist
Nov 2021 — Present · US
Prepare, research, review, submit and execute accurate client account paperwork and supporting documents, including interacting with various custodians on follow up.Assist with onboarding new clients to the firmManage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and proceduresResearch, follow-up and resolve client inquiries and requests through effective interaction with internal and external contacts.Responsibility for monitoring client transactions, including asset transfers, cashiering/money requests, maintaining client records, and outgoing client communications.Assist with scheduling client meetings
Education
Alverno College
Bachelor's degree, Business Managment with Support in Professional Communications
1999
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