Lateisha Husser is a highly qualified professional, that works in Jp Wealth Managament as a Operations Associate from 2017. This person has earned professional experience in more than four positions at different companies. Lateisha Husser went to the Liberty University and was studying there from 2010 to 2012. Charleston, South Carolina is the area, where this expert was known to live. Lateisha Husser's email address and phone number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Lateisha Husser
Last updated May 31, 2024
Contact Information
Last Update
Jul 7, 2022
Location
Charleston, SC
Company
Jp Wealth Managament
Workplace
Operations Associate
Work History
Operations Associate
Daily review and reporting of client transactions
Maintain portfolio management database and generate client reports
Assist senior staff with administrative needs on both customer service...
Oct 2017 — Apr 2018
Client Service Manager
9155 south Dadeland Blvd SUITE 1512, Miami, FL 33156
from Apr 2018
Retirement Specialist
Distributions Specialist
Process Cash Distributions/ Rollover Requests for Terminated Employees
Process 401K Loans, Hardships, In-Service Withdrawals, RMDs
Serve as intermediary between ...
Feb 2014 — Sep 2017
Contact Center Specialist and Mentor
520 Gervais St, Columbia, SC 29201
Mentored new hires during bank mergers
Travelled between both contact center locations to train new hires
Handled inbound/ outbound calls concerning consumer account inquiries using CISCO...
Jan 2013 — Feb 2014
Education
2010 — 2012
2007 — 2010
2003 — 2007
Occupations
Service Manager
Operations Associate
Engineer
Customer Service
Sales Specialist
Client Service Officer
Executive
Chief Administrative Officer
Custodian
Office Assistant
Accountant
Finance and Accounting Specialist
Service Operations Expert
Operations Manager
Chief Executive
Custodial Worker
Cleaners
Office Clerk
Clerical Specialist
Accounting Bookkeeper
Bookkeeper
Skills
401 Retirement Savings Plans
Accounting
Customer Service
Microsoft Office
Relius Administration
Quickbooks
Banking
Finance
Notary Public
Fast Learner
Teamwork
Works Well Under Pressure
Integrity
Dedicated Professional
Notary
Cisco Call Manager
Highly Detail Oriented
FAQs about Lateisha Husser
What is the main profession of Lateisha Husser?
This professional's job is Client Service Manager
What jobs is Lateisha Husser proficient at at?
The expert is a professional such jobs as Service Manager.
Where does Lateisha Husser live?
Lateisha Husser currently lives in Charleston, South Carolina.
Where did Lateisha Husser work?
This expert worked at Jp Wealth Managament, Ingham Retirement Group.
What education does Lateisha Husser have?
Lateisha studied at the Liberty University from 2010 to 2012.
Are there any industries Lateisha Husser works in?
Lateisha Husser works in Financial Services industry.
Are there any special skills Lateisha Husser has?
Lateisha has the following skills: 401 Retirement Savings Plans, Accounting, Customer Service, Microsoft Office, Relius Administration, Quickbooks, Banking, Finance, Notary Public, and Fast Learner.