As a Senior Client Service Specialist, Carol supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
What do you enjoy most about working at Modera?
I enjoy the collaborative environment.
When you’re not working you’re…?
Spending time with family and friends.
Where did you grow up? Where do you live now?
I was born in New York but was raised and currently reside in Citrus County, Florida. My entire working career of 30+ years has been in Citrus County.
What’s a destination in the world that you aspire to visit?
Traveling to various places within the United States and Europe with family and friends.
