Jennifer Ross is an accomplished professional who brings her expertise and experience to the role of New Business Coordinator and Concierge for the Jericho office at WealthBridge Financial Group. With her passion for helping clients and her extensive knowledge of the financial industry, Jennifer is dedicated to ensuring that clients receive the highest level of service and support.
As the New Business Coordinator, Jennifer is responsible for ensuring that all new business is processed efficiently and accurately. She works closely with the firm's advisors to gather all necessary documentation and coordinates with the back office to ensure that all paperwork is completed in a timely manner. Her attention to detail and ability to multitask make her an invaluable asset to the team.
In addition to her new business duties, Jennifer also serves as the Concierge for the Jericho office. In this role, she is the first point of contact for clients and is responsible for ensuring that their needs are met. Jennifer is always available to answer questions and provide guidance, and her warm and friendly demeanor makes her a favorite among clients.
With her extensive experience in the financial industry and her dedication to providing exceptional service, Jennifer plays a critical role in the success of WealthBridge Financial Group. Her unwavering commitment to excellence and her passion for helping clients make her an invaluable asset to the team.