Olivia Allen

Client Service Associate

As a Client Service Associate, Olivia takes on various crucial responsibilities that help daily operations run smoothly. She onboards new clients, provides high-level service to existing clients, and offers her assistance wherever and whenever she can.   

Having worked for over four years in the financial services industry, Olivia brings a wealth of experience and a unique touch to her role. She previously honed her skills and cultivated a deeper understanding of the financial landscape while working at Planning Alliance.  

Olivia thrives in her CSA role, which is ever-changing and keeps her on her toes. Whether she’s guiding new clients through their inaugural experience with a financial planner or deploying her adept problem-solving skills to troubleshoot transfer issues, each day presents unique challenges and opportunities for growth. Olivia recognizes that her work and that of Curio goes beyond dollars and cents; it helps individuals understand the potential of their financial resources, feel secure in their plans, and have a guide to show them the best path tailored to their unique circumstances. 

Olivia’s greatest joy in her job stems from instilling confidence in people. She knows that finances can carry emotional weight, even for those who seemingly appear financially secure. Providing reassurance and support to clients is a profoundly rewarding experience, and the positive feedback Olivia receives from clients makes every effort worthwhile. 

Apart from her career ambitions, Olivia is a passionate traveler who recently had a chance to fish in the breathtaking waters of Seward, Alaska. When she’s not in her home office, you might find Olivia in a yoga studio, wake surfing on a nearby lake, or embarking on hiking adventures with her beloved dog. Currently residing in Arkansas, Olivia is amidst Razorback Nation and quickly growing an appreciation for college athletics.  

Certifications and Education

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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect