As a Client Service Specialist, Ericka provides comprehensive support to clients and the advisory team, with a focus on providing seamless support and personalized experience. She manages client communication and account administration—including openings, transfers, and money movements—while coordinating with custodians, accountants, and other professionals to address client needs efficiently.
To promote accuracy and timeliness, Ericka maintains thorough documentation and keeps internal systems current.
She initiates and manages workflows for key client engagements such as onboardings, reviews, and discovery meetings to help ensure all materials and checklists are prepared and completed.
Ericka prepares reports and supporting documents for client meetings and may attend in a technical, supportive, or observational role. She monitors account activity, research and resolve issues, and follow through to help address client needs.
In addition to client-facing responsibilities, Ericka contributes to internal operations by updating training guides, organizing client records, and supporting front-office functions such as greeting visitors, managing calls, and scheduling meetings. With a strong focus on organization, service excellence, and confidentiality, Ericka plays a critical role in delivering a high standard of care and professionalism across the firm.
When you’re not working, you’re…
Driving my daughter across the region for dance competitions or taking her to practice. She loves to dance, and I love to watch her!
What’s the best career advice you ever got?
Your integrity and trust are most important. Always do what you say you’re going to do, when you say you’re going to do it.
Where did you grow up? Where do you live now?
I was a military kid that spent my adolescent years traveling with my family as my Dad was being relocated. We finally settled in Concord, NC which is where I called home. My husband and I have now built our forever home in the small town of China Grove, NC.
How do you caffeinate?
Coffee is the number one most important part of my morning, every morning!
University of North Carolina at Charlotte,
BS Organizational Management
