Meghan McGowan is a dedicated Wealth Management Associate at UBS Financial Services, Inc., where she plays a pivotal role in the LongBernsteinGunderson Wealth Management team. With a strong commitment to delivering an exceptional client experience, Meghan focuses on providing comprehensive operational support that is critical...
Meghan McGowan is a dedicated Wealth Management Associate at UBS Financial Services, Inc., where she plays a pivotal role in the LongBernsteinGunderson Wealth Management team. With a strong commitment to delivering an exceptional client experience, Meghan focuses on providing comprehensive operational support that is critical to the success of the team’s holistic wealth management strategies. Her daily responsibilities encompass a wide range of tasks, including account opening, household maintenance, and meticulous organization of client documents, ensuring that all client interactions are seamless and efficient.
In her role, Meghan actively collaborates with Wealth Management Financial Advisors (FAs) to enhance their marketing efforts and streamline financial planning processes. Her expertise in customer service and time management allows her to effectively assist in preparing and issuing monetary distributions, which is essential for maintaining client satisfaction and trust. By leveraging her skills in Microsoft Word and other industry-specific tools, Meghan contributes to the development of tailored financial solutions that encompass banking, insurance, and investment strategies.
Key projects that Meghan has been involved in include the implementation of new client onboarding procedures, which have significantly improved the efficiency of account setup and enhanced the overall client experience. Her proactive approach and attention to detail not only support the FAs but also foster long-term relationships with clients, positioning her as a valuable asset within the UBS Financial Services team. As she continues to grow in her role, Meghan remains focused on expanding her knowledge and expertise in wealth management, ensuring she is well-equipped to meet the evolving needs of her clients.
