As a Client Service Specialist, Lesley provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
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.
