Morgan Williams

Morgan Williams — Client Service Administrator

Education:

  • Indiana University, Bachelor of Science in Business Management
    Graduated 2017

Employment:

  • Start Date – 2/26/2018
  • Service Advisor – 2/26/2018 – present

Professional Development:

  • Currently pursuing her Series 99 – Operations Professional Exam

Day-to-day Tasks:

  • Client service – Account opening, client account transfers, distribution requests and other client and advisor service requests
  • Phone management – Friendly/welcoming voice of the firm, assists clients with questions and directs calls to appropriate staff
  • Administration – Keeps advisors’ calendars, maintains client information in CRM system, and conducts special projects
  • Client events – Organizes client events (mailings, RSVPs, name tags, client interaction at events, etc.)

Time Allocation:

  • Client Service – 80%
  • Administration – 20%