As a Client Service Team Lead, Lauren 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. Lauren may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
What do you enjoy most about working at Modera?
I enjoy working at Modera for many reasons, but first and foremost is working with my colleagues. It is a real pleasure to come into the office every day and have such a great support system and upbeat atmosphere. Everyone works as a team and makes the time needed to help out a co-worker.
When you’re not working you’re…?
Spending my time with my family, going to Jazzercise, and enjoying the outdoors.
What is the best career advice you’ve ever received?
To always give 200% in everything I do and to be respectful of my superiors and colleagues.
What’s a destination in the world that you aspire to visit?
I would love to see Switzerland.
Thomas Edison University, B.S., Business Administration/Marketing
