As a Client Service Associate, Lesley plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. She assists with account openings, processing money movements, and coordinate with custodians, accountants, and other professionals to ensure smooth client service delivery.
Lesley is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. She also helps prepare materials for client and prospect meetings, organize and manage client documentation, and support daily office operations by greeting visitors and managing incoming calls.
Modera Client Service Associates at the firm are known for their attention to detail, professionalism, and unwavering commitment to client confidentiality. They consistently uphold a high standard of service while contributing to the overall efficiency, consistency, and success of the team.
What do you enjoy most about working at Modera?
The people, my co-workers. It is a very collaborative environment and people are always willing to help.
When you’re not working you’re…?
Spending time with family and friends, walking, yoga and watching sports.
What’s the best career advice you ever got?
Pursue a career you enjoy and continue to learn new skills.
How do you caffeinate?
Coffee….lots of coffee.
