Stacy Grzelak
Client Relationship Coordinator at Financial Architects, Inc
Based in Farmington, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Farmington
Industry
Financial Services
Company size
24
Contact information
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s•••••••@financialarch.com
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Background
About Stacy Grzelak
Joined the Financial Architects Support Team in 2022 in a temporary role aiding in the transition of client investment accounts to SEI, as the firm became a Registered Investment Advisor (RIA) financial firm. Within a few months, this role morphed into a Client Relationship Coordinator (CRC), where I help with client day to day needs. Opening and updating new investment accounts, initiating money movements, scheduling meetings, helping to streamline process and improving communication are all areas the CRCs provide assistance in.12 years previous experience in the automotive advertising industry with a focus on media planning. Responsibilities included management, budget management and media plan implementation. Strong communicator, detail oriented and a critical thinker. Time away from the industry has allowed for volunteer opportunities such as leading the lunchtime running club, assisting teachers, creating the school yearbook and being appointed HOA Secretary.
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