As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As a Data Specialist, my primary role is to ensure the utmost accuracy in processing and presenting our clients’ data. My work involves navigating our data systems to establish clean, reliable, and timely data. It’s my goal and responsibility to provide...
Maile is our office manager and client concierge who is primarily involved in office management, client communication and service where she brings over 30 years of experience in the financial services industry. Maile began her career managing the Reconciliation...
As an Operations Specialist, my main priority is fine-tuning our internal systems to provide BSW staff the means to effectively and efficiently communicate and deliver the exceptional service our clients demand and appreciate when they partner with BSW. I started my...
