As a Senior Client Service Specialist, Jessica 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…?
Spending time with my family. My husband and daughters keep me active and on my toes! We enjoy pickleball, tennis, soccer, movies, and walking our dog, Opal. I love going on a good hike to clear my head and enjoy the beautiful scenery.
What’s the best career advice you ever got?
It is a quote from Maya Angelou. “People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”
Where did you grow up? Where do you live now?
I grew up in Brevard, NC located outside of Asheville, NC. I now live in the greater Charlotte area.
What’s a destination in the world that you aspire to visit?
Europe. I would love to visit multiple countries. I have visited Canada and Argentina, but places such as Ireland, Italy, Greece, and Croatia. My daughters want to visit China, Japan, and France!
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
Western Carolina University
BSBA with a concentration in Corporate Finance
