,FPQP®
As a Client Service Specialist, Doreth 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?
The people – my fellow employees. They are warm, welcoming and always ready to lend a hand.
When you’re not working you’re…?
When I am not working I enjoy spending time with my beautiful grandchildren. They are truly a treasure and my heart.
Where did you grow up? Where do you live now?
I grew up in Jamaica, moved north many years ago, and now live in Atlanta, Georgia.
What’s a destination in the world that you aspire to visit?
I love traveling and one of the countries I would love to visit is Switzerland.
How do you caffeinate?
Coffee, lots of coffee
Financial Paraplanner Qualified Professional™
