Janice Liszewski
Operations Manager at HS&C Wealth Management | Grand Rapids, Michigan, United States
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Janice Liszewski serves as the Operations Manager at HS&C Wealth Management, where she plays a pivotal role in enhancing the customer experience and streamlining operational processes. With over a decade of experience as an executive assistant and a senior financial service professional, Janice has cultivated a robust skill set that encompasses retirement planning, asset management, and client liaison. Her expertise in mutual funds, insurance, and securities positions her as a trusted resource for clients navigating complex financial landscapes.
In her current role, Janice is instrumental in overseeing key projects that focus on improving client engagement and satisfaction. She leads initiatives that integrate technology into client interactions, ensuring that every touchpoint is seamless and efficient. Her commitment to customer service is evident in her ability to resolve issues promptly and develop tailored recommendations that align with clients' financial goals. By fostering a collaborative environment, Janice empowers her team to excel in their roles, emphasizing the importance of leadership and team building in delivering exceptional service.
Janice's strategic approach to operations not only enhances the overall client experience but also drives the firm's growth and reputation in the competitive wealth management industry. Her dedication to continuous improvement and her proactive problem-solving skills make her an invaluable asset to HS&C Wealth Management, where she is committed to helping clients achieve financial success through informed decision-making and personalized service.
Operations Manager at HS&C Wealth Management in March 2011 to Present
Office Manager at The Novosad Team - Keller Williams in August 2010 to March 2011
Senior Financial Service Specialist/Executive Assistant at REHMANN FINANCIAL 2003 to 2010 in September 2001 to January 2010
Operation Manager/Executive Assistant at O.A.K. FINANCIAL SERVICES in January 1997 to January 2001
Sales Assistant at PRUDENTIAL SECURITIES, INC in January 1995 to January 1997
Sales Assistant at Wells Fargo Advisors in January 1995 to January 1997
Data Specialist I at Butterworth Health Corporation in January 1994 to January 1995
Small Business Owner at Home Day Care Center in January 1990 to January 1995
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Cornerstone University, BA, August 2026
College of Financial Planning, Certificate, August 2026
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Series 6
Series 63
Life
Retirement Planning
Strategic Financial Planning
Mutual Funds
Investments
Wealth Management
Asset Managment
Financial Advisory
Insurance
Securities
Budgets
Financial Services
Accounting
Asset Management
CRM
Customer Service
Finance
Management
Financial Planning
Team Building
Teamwork
Leadership
Client Liaison
Business Relationship Management
Communication
Customer Satisfaction
Time Management
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What is Janice Liszewski email address?
Email Janice Liszewski at [email protected] and [email protected]. This email is the most updated Janice Liszewski's email found in 2026.
How to contact Janice Liszewski?
To contact Janice Liszewski send an email to [email protected] or [email protected]. (updated on September 02, 2024)
What company does Janice Liszewski work for?
Janice Liszewski works for HS&C Wealth Management
What is Janice Liszewski's role at HS&C Wealth Management?
Janice Liszewski is Operations Manager
What is Janice Liszewski's Phone Number?
Janice Liszewski's phone (313) ***-*342
What industry does Janice Liszewski work in?
Janice Liszewski works in the Financial Services industry.
Janice Liszewski Email Addresses
Janice Liszewski Phone Numbers
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