Client Support Specialist

Rona Rafal is a professional in Vancouver, British Columbia’s bustling private wealth management sector. She currently holds the title of Client Support Specialist at IA Private Wealth, where she plays an important role in enhancing relationships between the firm’s financial advisors and its clients. Here, she is responsible for compiling client profiles, assembling detailed portfolio reports, creating marketing materials, planning client events, and managing both incoming and outgoing communications. 

Rona Rafal Vancouver

Weergaven: 2

▶ Hierop reageren

© 2024   Gemaakt door Beter HBO.   Verzorgd door

Banners  |  Een probleem rapporteren?  |  Algemene voorwaarden