Mariah Fulmer
Current Client Services Associate in Wealth Management looking to add a few side projects.
3 yrs experience · Thousand Oaks, CA · <10 hrs/week
About
Hello! My name is Mariah Fulmer and I am a client services associate for a wealth management company and a content creator/small business owner. I have experience with client/account management, content creation, and social media management.
Skills
Experience
- Financial Service Representative/Teller · Langley Federal Credit Union12-01-2021 – 07-01-2022
worked with clients to asses their financial needs and provide them with an exceptional client experience
- Client Services Associate | Wealth Management · One Capital Management LLC08-01-2022
Manage and maintain client accounts and relationships through onboarding, account maintenance, money movements, and any other administrative tasks through use of sales force, outlook, tamarac, and different custodian sites.
Education
- University of California, IrvineBachelor’s Degree, Psychology and Social Behavior
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