As a Financial Planning Analyst, I provide support to the entire Planning Center team to coordinate client services with a focus on delivering a positive experience, regardless of their location. I manage client relationships between The Planning Center, Custodians, and other vendors, which includes duties such as account processing, preparing service agreements and IPS’s, scheduling appointments, and managing incoming client communication. My prior work experience has consisted of working in the public sector as operational support. I have always been interested in engaging and purposeful work, which has essentially led me to The Planning Center
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