, FPQP®
As a Client Service Team Lead, Larraine 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. Lorraine 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?
Working as a team. Everyone is cooperative, supportive, and puts “we before me.” I’m also encouraged to ask more questions with the open door policy. You never feel like you are “troubling” or “putting out” someone when you walk into their office or cube to ask a question. Everyone stops what they are doing, listens to your question, and gives their thoughts or advice.
When you’re not working you’re…?
Either running, biking, or swimming, and spending time with my husband, Dave.
Where did you grow up? Where do you live now?
I grew up and still live in Norton, MA.
How do you caffeinate?
Early morning workouts with my friends. It gets me going for the work day ahead.
Financial Paraplanner Qualified Professional℠
Bay State College, A.A.
