Maggie Kass
Client Service Manager at Carson Wealth
Based in San Francisco, United States
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Seniority
Manager
Department
Customer/Client Service
Location
San Francisco
Industry
Financial Services
Company size
304
Contact information
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m•••••••@carsonwealth.com
Phone
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Background
About Maggie Kass
I’m a client services and operations professional with a strong background in business management and administration within complex and highly regulated environments. My experience spans the financial services and medical industries and includes 7 years as a client services leader of a prominent wealth management firm as well as 11 years as the manager of a Marin-based plastic surgery practice. I’m known for my genuine enthusiasm, reassuring nature and relationship building skills as well as my ability to deliver against project milestones and goals. My business operations background includes accounting, record maintenance, budget supervision, communications, logistics, inventory control, vendor management and process improvement. When not tending to the needs of clients, I spend time hiking with my dog Goose, reading, getting creative in the kitchen and catching up with friends and family. In my wheelhouse-Project management -Client services -Relationship management -Practice management -Fiserv administration management -Clinical support -Healthcare administration management -Process improvement & implementation -Reporting & communication
Decision-makers
Other people at Carson Wealth
- MMManager
Mary McDonald
Relationship & Operations Manager · Customer/Client Service
- ARStaff
Aimee Richards
Senior Accountant · Finance & Accounting
- MADirector
Mark Anleitner
Partner, Wealth Advisor · Finance & Accounting
- LPStaff
Luke Pine
Associate Wealth Advisor · Finance & Accounting
- KBDirector
Karen Brown
Director of Operations · Operations
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