As a Client Service Specialist, Heather provides comprehensive support to clients and the advisory team, with a focus on providing seamless support and personalized experience. They manage 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, Heather maintains thorough documentation and keeps internal systems current. They initiate and manage workflows for key client engagements such as onboardings, reviews, and discovery meetings to help ensure all materials and checklists are prepared and completed.
Heather 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, Heather 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, Heather plays a critical role in delivering a high standard of care and professionalism across the firm.
What has been a particularly rewarding moment in your career?
One of the most rewarding aspects of my career has been helping clients navigate important life moments while making complex processes feel seamless. Whether supporting business owners, homeowners, or now wealth management clients, I enjoy building relationships, solving problems and knowing that my work helps create a positive experience for the people I serve.
When you’re not working, you’re…?
When I’m not working, you’ll most likely find me spending time with my husband, Mark, tackling home renovation projects, or relaxing at our dock on Lake Lanier in South Carolina and enjoying a day out on our boat. I also enjoy decorating, gardening, and hosting family and friends whenever I can.
What’s the best career advice you ever got?
Always be willing to learn. Every opportunity – whether it’s a new role, challenge, or project – is a chance to grow. Staying curious, asking questions, and maintaining a positive attitude have helped me build a career that’s both rewarding and continually evolving.
Where did you grow up? Where do you live now?
I grew up in Upstate New York, where I lived until 2013. We then relocated to Jupiter, Florida, where we spent several wonderful years before relocating to the Foothills of South Carolina in 2019. We now enjoy calling the Carolinas home and appreciate the area’s strong sense of community, scenic beauty, and outdoor lifestyle.
Jefferson Community College,
AOS Degree in Hospitality and Tourism Management
Alpha Chi Omicron Sorority (AXO) Non-Profit – Alumni for local chapter at SUNY Canton in New York
