Stephanie Knapp serves as the Director of Client Service at Carson Wealth, where she leverages her strategic thinking and operational expertise to enhance client experiences and drive organizational success. In her role, Stephanie is instrumental in optimizing processes that ensure seamless interactions between clients and...
Stephanie Knapp serves as the Director of Client Service at Carson Wealth, where she leverages her strategic thinking and operational expertise to enhance client experiences and drive organizational success. In her role, Stephanie is instrumental in optimizing processes that ensure seamless interactions between clients and the firm, fostering a culture of excellence within her team. Her background as a non-producing registered administrative representative with Cetera Advisor Networks and a non-producing Investment Advisor Representative with CWM, LLC, equips her with a comprehensive understanding of the financial services landscape, enabling her to navigate complex client needs effectively.
One of Stephanie's key projects involves the development and implementation of a robust call center strategy aimed at improving client engagement and satisfaction. By analyzing capacity and team performance metrics, she has successfully identified areas for improvement, leading to enhanced service delivery and operational efficiency. Additionally, her commitment to relationship development has resulted in stronger connections with clients, ensuring that their financial goals are met with personalized attention and care.
Stephanie's expertise in training and public speaking allows her to motivate her team and share best practices across the organization. Her strategic planning skills play a crucial role in aligning team objectives with the broader goals of Carson Wealth, ultimately contributing to the firm’s growth and success. With a proven track record in problem-solving and sales, Stephanie Knapp continues to make immediate and positive contributions to her organization, embodying the values of client-centric service and operational excellence.
