The RaeLipskie Partnership

• Managed support for over 200 high net worth wealth
management clients [individuals corporations, and
non-profits ~$300 million assets] from account
opening to developing & maintaining relationship
• Document activity and create & maintain methods
to ensure superior client service delivery
• Trained new hire CSAs via Teams screenshare &
videos/documentation I created; Implementation
Lead & SME for migration to CRM & portfolio
management app

Client Services Associate

Support Administrative Assistant

Trader/Administration

I came to a crossroad in my career journey and now focusing on Contract, Remote or Part-time opportunities. Experienced Client Service Associate in wealth management, as well as Estates & Trust administration.

Taplio

Leslie Stallard's Linkedin Analytics

Leslie Stallard

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Taplio

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Leslie Stallard

Want to drive more opportunities from LinkedIn?

Leslie Stallard's Linkedin Analytics