As a Client Service Specialist, Heather 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 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
