Operations Specialist and Investment Assistant
As an Operations Specialist and Investment Assistant, I serve as the liaison between our clients and custodians when our clients submit any forms or requests. In addition, I am also the main point of contact for clients after any meetings have taken place and follow up items resulted from that meeting.
My main focus is to ensure our clients have their best experience with Bedel Financial Consulting. I strive to have all the necessary paperwork and requirements from our custodians readily available to ensure that the client’s needs are addressed quickly and efficiently the first time.
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