As a Client Service Specialist, Ericka 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.
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
