Trisha Lee
Client Service Specialist at John Stokes Financial
- Role
- Client Service Specialist at John Stokes Financial
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Trisha Lee
B.A. in Economics with a minor in Psychological Sciences from the University of…
Experience
Client Service Specialist
Apr 2025 — Present · Irvine, CA, US
Work independently to research, manage, and resolve a variety of client service requests, including account maintenance, new account setup, transfers, distributions, and onboarding- Support multiple departments, including operations and marketing, through cross-training and flexible task management- Assist the marketing team with the creation of videos, management of email campaigns, and other promotional efforts- Prepare financial planners for client meetings by compiling planning updates, portfolio reviews, and creating customized financial reports and presentations- Schedule and coordinate appointments for both prospective and current clients- Collect and organize client financial data, maintain accurate electronic case files, and manage the office filing system- Handle sensitive and confidential client information with the highest level of discretion- Utilize tools such as Redtail CRM (eMoney, Wealthscape), Docusign, OneDrive and Calendly to support daily operations- Contribute to the smooth operation of the office by assisting with general administrative tasks and other duties as needed
Education
UC Irvine
Economics, Psychological Science
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