Amanda Yeager
Client Service Specialist at Nifty Advisor Support
Based in Mount Pleasant, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Mount Pleasant
Industry
Financial Services
Company size
18
Contact information
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a•••••••@niftyadvisorsupport.com
Phone
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Background
About Amanda Yeager
Financial Services professional with over 16 years in the industry. I am currently working as a Client Service Specialist to several advisors all over the country. Previously I was a Client Service Associate for a financial advisory office in Mooresville. Other previous positions in the supporting role for at least 6 financial advisors for a credit union and then as an executive assistant to a financial advisor at Mass Mutual. I have obtained my life and health insurance licenses, long term care and medicare supplement licenses, and my property and casualty licenses. I am also interested in continuing to grow within the financial services industry. Also experienced as a service 360 representative aiding 50-100 financial advisors with all back office support. This enabled advisors to focus more on the selling aspect knowing they have a dedicated team of professionals to help their business function more efficiently.
Decision-makers
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