Client Service Coordinator
As a Client Service Coordinator, Karen assists with meeting preparations, account paperwork, distribution requests, and maintaining new and existing client accounts.
Karen has grown into her role at North Star Financial Partners, and has moved into her role as a member of Adam Andelin's team. She is responsible for working closely with their individual and corporate clients. She brings an attention to detail aspect to the firm as she works diligently to make sure that little or nothing falls through the cracks.
I enjoy working a part of a team where we work together to provide top shelf service to our clients.
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