Operations and Client Experience Specialist
"I enjoy the variety, detail, and fast pace of my role. I find it very rewarding to provide personal assistance to our clients by addressing their individual needs."
Kim has been an Operations Associate and Client Experience Specialist with Broadview Financial Management since February 2016. Kim handles the scheduling and meeting preparation for the planners along with a host of other responsibilities.
Kim has her Bachelor’s Degree in Business Management from Cardinal Stritch University where she graduated Magna Cum Laude. Her past experience includes working for a captive automotive finance company in customer service and dealer relations. She has also worked at a law office where she managed the billing and collection responsibilities for the firm.
She and her husband, Mike, live in Sussex and enjoy spending time with family, golfing and working on home improvement projects, which at times, can present an entirely different set of challenges.