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 a Senior Operations Specialist at BSW, I focus on optimizing our internal systems to ensure that our team can communicate seamlessly and provide the exceptional service our clients expect and deserve. My career in Operations began in 2008 with a small firm in...
