Bridget Isaacson Email & Phone Number
Client Service Manager @ High Note Wealth
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Bridget Isaacson Location
- Saint Paul, MN, US
Bridget Isaacson Work
- Client Service Manager @ (March 2026 - Present)
- Senior Client Service Specialist @ (May 2022 - Present)
- Client Service Associate @ QA Wealth Management (August 2021 - May 2022)
- Client Service Manager @ (January 2019 - July 2021)
- Client Service Specialist @ (August 2017 - January 2019)
- Retention Representative @ (October 2016 - August 2017)
- Items Processing Team Lead @ (December 2015 - October 2016)
- Retail Manager @ Jones Apparel Group (May 2006 - August 2015)
Bridget Isaacson Education
- University of Minnesota Duluth
Bachelor of Arts (B.A.) (Criminology & Sociology)
- Minnesota Paralegal Institute
Paralegal Certificate (Paralegal)
Bridget Isaacson Skills
- Establishing Priorities
- Process Implementation
- Leadership
- Wealth Management Services
- Client Relations
- Client Communication
- Relationship Development
- ClientSuccess
- Customer Experience Management
- Proactive Leadership
- Streamlining Operational Processes
- Multitasking
- Account Administration
- Skilled Multi-tasker
- Business Process Improvement
- Onboarding
- High Level Of Accuracy
- Financial Services
- Critical Thinking
- Customer Experience
- ACH Payments
- Account Management
- Active Listening
- Analytical Skills
- Attention to Detail
- Attitude Change
- Back Office Operations
- Broker-Dealer Compliance
- Brokerage
- Business Relationship Management
- Coaching
- Communication
- Compliance Management
- Compliance Reporting
- Confidentiality
- Conflict Resolution
- Customer Due Diligence (CDD)
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Data Integrity
- Delegation
- Documentation
- Due Diligence
- Financial Instruments
- Financial Regulation
- Financial Transaction Processing
- High-Net-Worth Individuals (HNWI)
- Industry standards
- Insurance Policies
- Interpersonal Communication
- Interpersonal Skills
- Issue Management
- New Account Management
- Operations
- Operations Management
- Organization Skills
- Policy Compliance
- Problem Solving
- Project Management
- Project Oversight
- Public Relations
- Regulatory Compliance
- Regulatory Requirements
- Relationship Building
- Resolving Issues
- Sales Management
- Sensitive Information
- Solution-oriented
- Standard Operating Procedure (SOP)
- Supervisory Skills
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Training and Development (HR)
- Transaction Coordination
- Troubleshooting
- Vendor Relations
- Voice of the Customer
- Written Communication
- Store Operations
- Inventory Control
- Retail
- Visual Merchandising
- Merchandising
- Loss Prevention
- Store Management
- Inventory Management
- Microsoft Excel
- Retail Sales
- Management
- Fashion
- Apparel
Bridget Isaacson Summary
- Bridget Isaacson, based in Saint Paul, MN, US, is currently a Client Service Manager at High Note Wealth. Bridget Isaacson brings experience from previous roles at High Note Wealth, QA Wealth Management and Affiance Financial. Bridget Isaacson holds a Bachelor of Arts (B.A.) in Criminology & Sociology @ University of Minnesota Duluth. With a robust skill set that includes Establishing Priorities, Process Implementation, Leadership, Wealth Management Services, Client Relations and more. Bridget Isaacson has 2 emails and 2 mobile phone numbers on RocketReach.
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