Jeffrey Midgett
Client Experience Manager at Farther | Dallas, Texas, United States
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As the Client Experience Manager at Farther, Jeffrey Midgett leverages over five years of comprehensive experience in financial services, specifically within broker-dealer and investment management environments. His role is pivotal in enhancing client satisfaction and operational efficiency, as he adeptly manages an average of 30+ advisor tasks daily. These tasks encompass a wide range of responsibilities, including account opening, maintenance, transfers, and money movement, all of which are executed with a keen attention to detail and a commitment to excellence.
Jeffrey's expertise in client service and operational support is complemented by his strong leadership skills, which he utilizes to train and develop his direct reports. By focusing on task processing skills, he has successfully reduced errors by an impressive 32%, showcasing his dedication to operational excellence and team development. His ability to foster a collaborative environment not only enhances team performance but also contributes significantly to the overall client experience.
In addition to his operational responsibilities, Jeffrey is well-versed in navigating various financial systems, allowing him to streamline processes and improve efficiency across the board. His proficiency in financial reporting, budgeting, and relationship building positions him as a key player in driving Farther's mission to provide exceptional client service. With a solid foundation in trading and market experience, Jeffrey continues to refine his skills in financial modeling and onboarding, ensuring that clients receive the highest level of service tailored to their unique financial needs.
Client Experience Manager at Farther in February 2024 to Present
Pricing Analyst at Foley & Lardner LLP in May 2023 to November 2023
Analyst at Goldman Sachs in March 2021 to January 2023
Client Services Manager at Goldman Sachs in January 2021 to January 2023
Relationship Management Associate at Barrow, Hanley, Mewhinney & Strauss in September 2020 to December 2020
Brokerage Service Specialist at Charles Schwab in June 2019 to September 2020
Financial Services Professional at Charles Schwab in August 2018 to June 2019
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Southern Methodist University, Master of Business Administration, November 2026
North Carolina Agricultural and Technical State University, Bachelor of Science, November 2026
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Wealth Management Services
Customer Relationship Management (CRM)
Management
Oral Communication
FINRA
Financial Services
Onboarding
Organization Skills
Salesforce.com
Account Management
Group Presentations
Key Performance Indicators
Financial Results
IRR
Net Present Value (NPV)
ETFs
Securities
Opening New Accounts
Investment Management
Attention to Detail
Corporate Finance
Microsoft Access
Pivot Tables
High Level Of Accuracy
Data Analysis
Reporting & Analysis
Client Services
Training & Development
Financial Analysis
Microsoft Excel
Leadership
Finance
Financial Forecasting
Budgeting
Financial Reporting
Financial Statements
Microsoft Word
Communication
Team Building
Relationship Building
Problem Solving
Interpersonal Skills
Vlookup
Investments
Project Management
Mutual Funds
Series 7
Series 63
Financial Modeling
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Discover more about FartherWhat is Jeffrey Midgett email address?
Email Jeffrey Midgett at [email protected] and [email protected]. This email is the most updated Jeffrey Midgett's email found in 2026.
What is Jeffrey Midgett phone number?
Jeffrey Midgett phone number is 2522297737.
How to contact Jeffrey Midgett?
To contact Jeffrey Midgett send an email to [email protected] or [email protected]. If you want to call Jeffrey Midgett try calling on 2522297737. (updated on August 26, 2024)
What company does Jeffrey Midgett work for?
Jeffrey Midgett works for Farther
What is Jeffrey Midgett's role at Farther?
Jeffrey Midgett is Client Experience Manager
What industry does Jeffrey Midgett work in?
Jeffrey Midgett works in the Financial Services industry.
Jeffrey Midgett Email Addresses
Jeffrey Midgett Phone Numbers
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