Balance Rock Investment Group Adds Client Services Administrator
PITTSFIELD, Mass. — Balance Rock Investment Group has added Megan Geary in the position of client services administrator on its financial services team.
Geary joins a team that includes two financial advisers and five support staff dedicated to providing an array of financial products and services that best serve their clients’ needs.
Geary comes most recently from Southern New Hampshire University, where she worked first as a student finance counselor and then as an accounts payable coordinator, working on a team that manages an annual operating budget of more than $2 billion. Prior to SNHU, Geary served for five years as finance manager of Alpha Sigma Alpha Sorority, where she was responsible for all accounts receivable and payable for the national organization, as well as the financial stability of more than 90 subsidiary chapters. She holds a bachelor's degree in multidisciplinary studies from the Rochester Institute of Technology and an master's degree in education from Southern New Hampshire University.
As client services administrator, Geary will work in client relations, including processing account openings and closings, maintaining client information, assisting with Qualified Plan processing, and working with outside representatives and business professionals to coordinate clients' specific needs as they arise. She will also provide administrative support to the operations manager and advisors and assist with special projects.
"Whether you're planning for your retirement or your children's education, we understand the vital importance of tailoring financial products and services to address the needs and wants of our clients. We are thrilled to welcome Megan to the team in a position that will allow us to enhance our efforts in providing the highest level of service possible," said Dave Milligan, president of Balance Rock Investment Group.