Ashley Carvin
Client Service Associate
“Let’s work together today to build a better tomorrow”
I have over seven years of experience in the financial services industry. As a Client Service Associate with AGORA SQUARE Financial Group, I help clients with administrative and operational needs. We know how frustrating it is to call an 800 number, find the correct prompts, wait on hold, and maybe accomplish what you intended to. We believe in the personal touch- call or email me directly if you need assistance or have any questions.
Outside of work I enjoy spending time my family and attending my children’s functions and activities. We enjoy traveling to expand our knowledge and culture.
Outside of work I enjoy spending time my family and attending my children’s functions and activities. We enjoy traveling to expand our knowledge and culture.
Some of the things I can help with are:
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Prepare and process new account paperwork.
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Assist with transfers.
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Account maintenance or updates.
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Cash management requests forms for deposits or withdraws.
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Set-up and questions regarding online account access with Account View 2.0.
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Appointment scheduling.
Please let me know how I can help you with any service-related needs.