Client Service Specialist
Kurtis has experience with client services across a very diverse spectrum. He is dedicated to providing exemplary client support and expanding his knowledge of the Financial Services Industry. Within the firm, Kurtis' responsibilities revolve around delivering exceptional service, updates, and information to our valued clients. He focuses on making sure clients are assisted and informed in a timely manner. Kurtis handles all paperwork, processing, follow-up, and scheduling. Through his tireless efforts our clients are best served.