Senior Client Service Advisor
Lauren is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
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.