As a Client Service Specialist, Jacob 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.
He 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 do you enjoy most about working at Modera?
The people. What I enjoy most is getting to work alongside such a talented and supportive group of colleagues. The camaraderie and sense of teamwork make it a special place to work.
When you’re not working you’re…?
Doing something active or exploring somewhere new. Whether that’s golfing in the summer, skiing in the winter, or visiting a new country, I love being outdoors and experiencing new places.
Where did you grow up? Where do you live now?
I grew up in Southborough, MA and recently moved to Wellesley, MA. On most weekends, you’ll find me in Kennebunk, ME.
What’s a destination in the world that you aspire to visit?
Traveling is one of my biggest passions. I’ve been fortunate to visit some incredible places both across the U.S. and abroad, but as an avid skier, one destination that remains at the top of my bucket list is Whistler, Canada.
University of Massachusetts Amherst,
BBA in Finance
Big Brothers Big Sisters of Eastern MA
