As a Senior Client Service Specialist, Diana 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.
How do you feel you help to create impact for clients?
I’m astonished that our clients today are so thankful for a follow-up or a call-back. I guess in this day and age, it’s rare to have someone actually do what they say they are going to do.
What do you feel is a strength that you have?
My strength is my ability to focus on getting items checked off on my to-do list, and making sure there are no loopholes left open—whether it’s an important transaction or just a simple birthday call or a check-in.
What do you enjoy most about working at Modera?
I enjoy working with new people and having a team to bounce ideas off of.
When you retire you’re going to…?
I’d love to learn how to use sign language.
Where did you grow up? Where do you live now?
I grew up in East Meadow, NY; and now live in Bay Shore, NY.
What has been a particularly rewarding moment in your career?
A client once told me that if the advisor I was working with moved or retired, they would be ok as long as they could continue to work with me. That was an extremely rewarding experience.
How do you caffeinate?
I take my morning coffee way too seriously for most people. My household knows not to address any major decisions with me until I’ve had my coffee.
AA, Liberal Arts with a minor in Foreign Language
