As a Senior Client Service Specialist, Judith 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 people are at the top of the list. They are hard-working, team oriented, supportive and friendly. Our team is always willing to help and are passionate about providing our clients with the best in class service.
When you’re not working you’re…?
Spending time with family and friends, going to the beach at the Jersey shore, taking long walks in the park, watching Philly sports (big fan).
Where did you grow up? Where do you live now?
I grew up in Broomall, PA and I now live in Chesterbrook, PA
What’s a destination in the world that you aspire to visit?
I would love to go to Italy with my family…someday.
