As Lead Client Service Associate, Marium is responsible for providing general office support as well as client support. Marium helps service each client's personalized portfolio by tracking investments and rollovers, assisting with withdrawals and required minimum distributions, quarterly spreadsheets, 401k enrollment, and beneficiary and account updates. Marium helps the advisory staff with a framework so that they can efficiently and consistently provide the level of service that clients expect.
Marium has a vast knowledge of managing operations in a company as she has spent the last several years as an Operations Manager for a large corporation. Marium was responsible for daily operations of a Financial Center including audits, accounting, scheduling, and leading meetings. Marium excelled in her previous role as an Operations Manager and is excited at the opportunity to put her expertise to work for Core+ Financial Solutions.
Marium enjoys traveling with her family in her spare time.