Michelle Guarino

Client Service Representative

Connect with Michelle

P: 978-975-2559

mguarino@neirg.com

 

Michelle Guarino has been a part of the team at New England Investment and Retirement Group, Inc. since January 2017. As a Client Service Representative, she works with the firm’s clients, from young professionals to retirees, as well as the children of clients. She assists clients with administrative requests, such as new client paperwork and money movement requests, and works with NEIRG’s advisors to prepare financial plans for clients. Michelle grew up in Cape Cod, Massachusetts, where her parents still live, so she often visits the area during the summer. She loves going to the beach (as does her yellow Lab puppy) and going out on her parents’ boat. She also enjoys cooking and reading.

 

What Michelle likes best about working at NEIRG: “My favorite part about working at NEIRG is the daily interaction with clients. Our clients are very grateful for our help and a happy client is very rewarding!”

 

Education:

Double major in Psychology and Criminal Justice, Roger Williams University

Experience:

Sales Associate, BNY Mellon Wealth Management

  • Responsible for new client onboarding process, which included generating account agreements, opening accounts, and serving as primary point of contact for new clients
  • Prepared materials for prospective clients and attended client meetings
  • Worked in conjunction with BNY Mellon back office and outside financial institutions to initiate the transfer of assets and reconcile accounts

Administrative Assistant, Lazard Asset Management

  • Assisted with the preparation of client presentation materials, updated quarterly performance, and ensured data was current and accurate
  • Worked in conjunction with outside vendors to plan sales and marketing events
  • Entered new client contact information and prospective relationships into CRM system