Bridget Vogl
Client Services Associate at Seneca Financial Advisors Llc
Based in Buffalo, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Buffalo
Industry
Financial Services
Company size
16
Contact information
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b•••••••@senecafinancialadvisors.com
Phone
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Background
About Bridget Vogl
At Seneca Financial Advisors, our team is committed to delivering top-tier client services, a goal I actively support as a Client Services Associate. My recent transition into the finance sector harnesses the business administration insights I gained at St. Bonaventure University. Expertise in Adobe Acrobat and CRM databases has been instrumental in maintaining client accounts and fund transfers, ensuring client satisfaction. Collaborative efforts and a detail-oriented approach define our success in optimizing administrative support and client communication.
Decision-makers
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- CPManager
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- KMManager
Kim Merry
Partner & Business Manager · General Business & Management
- JKStaff
John Klee
Financial Analyst · Finance & Accounting
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