Cindy C. Kavanagh

***** **** **** **, *******, WA 98021 425-***-**** – ad418s@r.postjobfree.com

Objective: To be employed with a company/organization that will provide room for individual growth while providing both challenge and reward for a self-managing, goal oriented person. Work Experience

Client Service Coordinator, CliftonLarsonAllen Wealth Advisors, Bellevue, WA 4/2023 to present

Currently working for established accounting firm in the wealth advisory sect, where I am responsible for all client servicing. My main responsibilities are to prepare and process client onboarding documentation, as well as facilitate money movements, transfers of assets and RMDs. In addition, I monitor cash and account activity, custodian alerts, and confirm completion of submitted requests. I work with Schwab as a custodian, address any client inquiries, and schedule client reviews with the advisor when needed.

Client Relationship Manager, Prevail Wealth Management, LLC Kirkland, WA 7/2018 to 3/2023

Worked for Independent Financial advisory firm where I was responsible for all client relations and customer support. Main responsibility was the preparation, processing and follow through with applications and transfers for retirement and brokerage accounts. Assisted clients with the onboarding process as well as client requests such as RMDs, systematic withdrawals and money movement. Worked primarily with Schwab and TradePMR. CRM was Advyzon; Experienced with Morningstar as well as MoneyGuide Pro. Other duties included preparing for client meetings, answering and directing phone calls.

Client Account Specialist, Becker Retirement Group, Inc., Bellevue, WA 10/2015 to 7/2018

Worked for company that specialized in the sales and service of annuities and life insurance. Main responsibility was the preparation, processing and follow through with applications for the various products. Other duties include handling client requests such as RMDs, systematic withdrawals and cash requests; also responsible for the preparation of various reports for client meetings and reviews. Additional duties included participating in company seminars and client events. Client Services Assistant, Prevail Wealth Management, Kirkland, WA 11/2014 to 10/2015

Was employed Part-time for independent financial advisor, answering phones, scheduling appointments and preparing all paperwork needed for client meetings. Assisted advisor with various duties needed to help run the business.

Client Services Associate, MetLife Securities/Mainspring Wealth Advisors, Bellevue, WA 7/2011 to 1/2014

Worked with group of independent advisors where focus was financial planning for clients of all ages and stages of their wealth planning. Responsible for client investment transactions and follow through as well as handling customer service issues. Other responsibilities included reception duties, scheduling appointments with clients for reviews, ordering office supplies and assisting with a variety of administrative tasks.