Biography
As the Client Services Manager at Cross Border Wealth, Arden plays a pivotal role in ensuring that the needs of both partners and clients are meticulously met. Her responsibilities encompass a wide range of functions that contribute to the smooth operation of the firm.
Arden meticulously maintains account records and diligently tracks pending client applications, ensuring that every detail is in order. She takes pride in her ability to respond promptly and professionally to client and partner queries, providing expert assistance in navigating complex financial matters.
In addition to her client-facing duties, Arden is responsible for managing various operational aspects. She oversees the timely delivery of client requests and efficiently troubleshoots any issues that may arise. Arden also plays a vital role in executing trades on online platforms and liaising with trustees to confirm and track trades accurately.
Arden derives immense satisfaction from her role, particularly in overcoming the unique challenges that often arise in the UK pension transfer space. Her unmatched skill and professional dedication enable her to provide clients with top-tier service, making her an invaluable asset to Cross Border Wealth.
Outside of work, Arden enjoys spending quality time with her beloved golden retriever, Baiji, during frequent beach trips. She's an avid reader with a penchant for curating an extensive Netflix Watchlist, indulging her passion for movies in her leisure time.
Career
Arden's diverse experience in media, partnerships, and communications has given her a unique perspective and a valuable skillset that she brings to her role as Client Services Manager at Cross Border Wealth.
