Client Service Associate
Amber joined Box Financial Advisors in September of 2014 with a strong background in customer service and client management.
After graduating with a degree in Business Administration from the University of Wisconsin - Stout in May of 2005, Amber pursued her passion for hospitality. Working as an event coordinator with a high-end caterer for over five years, she enjoyed creating that "wow" event. After her time in the hospitality industry, Amber moved on to carry further roles in customer service and administrative support always striving to bring unique and superb attention to detail.
In Amber's free time she enjoys spending quality time with friends and family both here in the cities and back in Wisconsin where she grew up. Amber is a " foodie" at heart and enjoys checking out new restaurants, living in St. Paul, and exploring all the cities have to offer.
As a client service associate, Amber is the main point of contact for all of Chris's clients and is able to assist with any client service needs. Her responsibilities include:
- Scheduling of Appointments
- Processing and Tracking of Investment & Insurance Business
- Handling Service Needs (check requests, address changes, changes to beneficiary designations and many other similar requests)
- Marketing Activities
- Special Projects
In addition to her client service associate duties, Amber serves as the primary coordinator of the firm's client experience, including client events. Should you have any questions about the firm's client events, please feel free to contact Amber.