, FPQP®
As a Client Service Team Lead, Karizma provides client service support while overseeing the daily activities of a designated group of client service team members. Responsibilities include supporting advisors and clients, administering service processes and workflows, processing account-related requests, coordinating with custodians, accountants, and other professionals, and assisting with the preparation of client meeting materials.
In a leadership capacity, she oversees team workflows, participates in special projects, assists with onboarding and training team members, maintains training materials, and supports compliance-related testing activities. Karizma may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
What has been a particularly rewarding moment in your career?
The most rewarding moment in my career was when I started receiving recognition from my clients. I had two international clients that I often processed international wires for. One of those clients reached out to my advisor and told him how much she appreciates all of the work I do for her. She also followed me on LinkedIn. I always try to go above and beyond for all of my clients. It’s a huge sense of accomplishment when a client praises you for your work.
What’s the best career advice you ever got?
It’s never too late to start over.
Where did you grow up? Where do you live now?
I grew up in Charlotte, NC. I moved to Atlanta, GA when I graduated college and lived there for a few years. I am now back in Charlotte.
What’s a destination in the world that you aspire to visit?
I want to visit all 7 wonders of the world. My dream destination is Petra, Jordan.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
Financial Paraplanner Qualified Professional™
University of North Carolina at Charlotte
B.S., political science
