As a Senior Client Service Specialist, Isabel supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
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
