Michelle Brim Email & Phone Number
Senior Client Services Associate @ Naviant Partners
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Michelle Brim Location
- Boerne, TX, US
Michelle Brim Work
- Senior Client Services Associate @ (January 2026 - Present)
- Client Relations Manager @ (May 2025 - January 2026)
- Client Management Consultant @ (April 2024 - May 2025)
- Client Relationship Manager @ (April 2021 - May 2024)
- Investment Operations Specialist @ (July 2019 - April 2021)
- Senior Investment Operations Specialist @ (August 2014 - July 2019)
- Wealth Management Service and Implementation Specialist @ (November 2014 - November 2015)
- Specialized Investment Service Representative @ (February 2014 - November 2014)
- Office Associate @ (August 2002 - May 2004)
Michelle Brim Education
- The University of New Mexico
Bachelor of Arts - BA (Communication and Media Studies)
Michelle Brim Skills
- Coaching
- Attention to Detail
- Estate Administration
- Skilled Multi-tasker
- Keyboards
- Office Equipment
- ACH Payments
- Finance
- Trading
- Contact Centers
- Employee Training
- Microsoft Office
- Team Leadership
- Fund Management
- Customer Service Representatives
- Administrative Assistance
- Microsoft Excel
- 401k Rollovers
- Wealth Management Services
- Communication
- Customer Satisfaction
- Retirement Planning
- Microsoft PowerPoint
- Banking
- Customer Service
- Financial Services
- Investments
- IRAs
- Mutual Funds
- Presentation Skills
- Estate Planning
- Trust Services
- Brokerage
Michelle Brim Summary
- Michelle Brim, based in Boerne, TX, US, is currently a Senior Client Services Associate at Naviant Partners. Michelle Brim brings experience from previous roles at FIS and CAPTRUST. Michelle Brim holds a Bachelor of Arts - BA in Communication and Media Studies @ The University of New Mexico. With a robust skill set that includes Coaching, Attention to Detail, Estate Administration, Skilled Multi-tasker, Keyboards and more. Michelle Brim has 2 mobile phone numbers on RocketReach.
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