Client Care Associate
My NET WORTHWHILE™ is to use my love for helping people to make day-to-day life for our clients as smooth as possible.
Through her passion for helping people, Emily shines as a SignatureFD Client Care Associate.
First drawn to this position to work directly with people in ways both big and small, Emily’s responsibilities include resolving client inquiries, managing all cash movements, preparing client reports, processing client paperwork, and assisting with meeting prep
Emily holds a Bachelor of Arts in Marketing from the University of Georgia, she dreams of one day working for a non-profit or traveling full-time. When she isn’t patiently assisting clients in any way she can, she enjoys traveling, hiking, or spending time with animals.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.