As a Client Service Specialist, Christina provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
What do you enjoy most about working at Modera?
One of the things that I enjoy the most about working at Modera is that we are like one big family. Everyone is there for you. We all have each other’s backs.
When you’re not working you’re…?
I enjoy staying active. You can often find me at the gym running or on the diamond playing softball. I also enjoy walking around Piermont and going hiking at Tallman Mountain with my dog Sammy. I love spending time with my family at the beach and on different vacations around the world.
What’s the best career advice you ever got?
If you love what you do, you never truly work a day in your life.
What’s a destination in the world that you aspire to visit?
Italy. Growing up in an Italian family, I have always wanted to explore my family tree and heritage. I would love to go visit my family that still lives there today and learn about their culture and go sightseeing.
University of Scranton, B.S., Liberal Studies
