As Client Service Regional Manager, Ashley oversees a designated team within the client service department and coordinates daily activities for assigned team members, including team leads. Responsibilities include providing coaching, training, and guidance related to job responsibilities, monitoring workload distribution, and supporting departmental operations.
In addition to supervisory responsibilities, Ashley may provide direct client service support for an assigned group of clients and assist with the onboarding and training of new team members. She maintains departmental policies and procedures, supports workflow standardization efforts, participates in software implementations and operational initiatives, and collaborates with firm leadership on department-related projects.
What do you enjoy most about working at Modera?
My colleagues, honestly just amazing people to work with and it really feels like a Modera family.
What has been a particularly rewarding moment in your career?
One moment that stands out is a client thanking me for all I have done for her when her husband passed away and letting me know she couldn’t get through this without me/Modera. It was not just about helping her with all the paperwork but was more fulfilling since it was more on a personal level by just being a listening ear or a person to confide in (again another extension of our Modera family).
When you’re not working you’re…?
Spending time with my new baby boy Sean and my family. I am very family oriented!
Where did you grow up? Where do you live now?
I grew up in Bergenfield, NJ and now live in New Milford, NJ (the next town over from where I grew up).
