Client Service Coordinator
“My main strengths include being a positive team player, organization and client relationship management. I strive every day to do my best and achieve positive results for the firm. I have a strong ability to solve problems and to make sounds business decisions. These skills all translate to working for the best possible results for our clients. I am a people person and enjoy working with our clients. I take client relationships seriously and I am willing to go above and beyond to ensure their 100% satisfaction.”
Amie Leonard brings over 20 years of experience in the financial services industry in her role as a Client Service Coordinator. Amie works with clients in their initial enrollment meeting and subsequent participant education meetings and education materials. Working with a conversion analyst, Amie works with plan sponsors to provide necessary onboarding paperwork and continues to support plan sponsors with quarterly retirement plan investment reports and annual notices.
Prior to joining ACG, Amie worked as a Client Service Manager at another Richmond based advisory firm. In her prior position, Amie’s role included supporting a team of asset managers and daily client interface.