Client Service Associate
Melissa Box joined Box Financial Advisors as a client service associate in September 2021. She is the main point of contact for all of Doug Box's and Eric Hedberg’s clients and will assist with any client service needs. Her primary responsibilities include:
- Fostering Exceptional Client Relationships
- Facilitating Service Needs – initiating new accounts, check requests, address changes, changes to beneficiary designations and many other similar requests
- Scheduling of Appointments
- Maintaining Client Records
Melissa is Doug's third child to join Box Financial, and she is part of the third generation of Box family members who are humbly servicing over 1,000 amazing families like yours.