,FPQP®
As a Senior Client Service Specialist, Janine 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.
When you’re not working you’re..
Hanging out with my family, attending a hot yoga class, spending time outdoors, or volunteering at various organizations.
How do you do good in your community?
Volunteering with animal rescue groups or food banks.
Where did you grow up? Where do you live now?
I grew up on Long Island, NY, and have landed back in NY after living in NC for 12 years. I’m currently reside in Wading River, NY – on the north shore of Long Island.
How do you caffeinate?
Strong black coffee, nothing in it.
Financial Paraplanner Qualified Professional™
