As a Senior Client Service Specialist, Isabel plays a central role in delivering high-touch service and operational excellence to clients and advisors. She manages a wide range of responsibilities, including account openings and transfers, processing money movements, preparing client documentation, and coordinating with custodians, accountants, and other professionals. She ensures the accuracy and timeliness of all client-related tasks while maintaining up-to-date records and internal systems.
Isabel leads the preparation and execution of key client workflows—such as onboardings, reviews, and estate-related processes—and generates essential reports. She often attends client meetings in a technical or supportive role and is responsible for ensuring that all meeting materials are complete and accurate.
In addition to client-facing duties, Isabel contributes to internal operations by organizing special projects, supporting compliance testing, and maintaining service team training guides. She assists in onboarding and mentoring new team members, helping to uphold consistency and quality across the client service function. With a strong focus on precision, confidentiality, and proactive service, Isabel ensures a seamless and professional experience for every client interaction.
What do you enjoy most about working at Modera?
The positive environment and wealth of knowledge that everyone is willing to share.
When you’re not working you’re…?
Out in the mountains exploring small towns, hiking trails and waterfalls with my husband.
Where did you grow up? Where do you live now?
I grew up in Spain, Italy, Florida, Georgia, and Ohio. I currently live with my family in Fairview and love it.
How do you caffeinate?
Green Tea, the only one the scientists are always sure is good for you.
Wright State University,
Liberal Arts- International Studies
Volunteer with Manna Food Bank
