Brandy Erese
Client Service Specialist at Ameriprise Financial
Based in Clovis, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Clovis
Industry
Financial Services
Company size
70
Contact information
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b•••••••@ameripriseadvisors.com
Phone
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Background
About Brandy Erese
Direct all phone calls in office. Welcoming Clients in for their appointment. Scheduling Client post appointment for follow up appointments. Processes new client applications. Process meeting notes/post meeting applications. Process mail log. Handles client life events such as marriage, divorce, death. Handles year end processing especially RMDs. Handles miscellaneous administrative activities. Maintains written systems of all activities. Open minded and an exceptional client service orientation. A strong focus on getting the details right. Organizational and time management skills. An ability to work in an open area. Assist in Client Financial plans with gather and inputting data.
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