As a Client Service Specialist, Indira 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…?
Trying new recipes! I love to try a new recipe a few times a month. I also enjoy spending time with my two cats.
Where did you grow up? Where do you live now?
I grew up in Bethlehem, Pennsylvania. I currently live in Center City, Allentown, PA.
What’s a destination in the world that you aspire to visit?
I would love to visit Amsterdam, Paris, or Ireland someday.
How do you caffeinate?
I switch it up between vanilla lattes and iced matcha lattes.
West Chester University of Pennsylvania,
B.A. in Communication Studies
