As a Client Service Specialist, Marisa delivers high-level support to clients and the advisory team, ensuring a seamless and personalized experience. She manages client communication and oversee account administration—including openings, transfers, and money movements—while coordinating with custodians, accountants, and other professionals to address client needs efficiently.
To ensure accuracy and timeliness, Marisa maintains thorough documentation and keeps internal systems current. She initiates and manages workflows for key client engagements such as onboardings, reviews, and discovery meetings, ensuring all materials and checklists are prepared and completed.
Marisa prepares reports and supporting documents for client meetings and may attend in a technical, supportive, or observational role. She monitors account activity, research and resolve issues, and follow through to ensure client satisfaction.
In addition to client-facing responsibilities, Marisa contributes to internal operations by updating training guides, organizing client records, and supporting front-office functions such as greeting visitors, managing calls, and scheduling meetings. With a strong focus on organization, service excellence, and confidentiality, Marisa plays a critical role in delivering a high standard of care and professionalism across the firm.
When you’re not working you’re…?
When I’m not working, I enjoy spending time with my family and friends. When the weather is nice, you can find me on a trail hiking with my rescue dogs. I enjoy being surrounded by nature.
How do you do good in your community?
I volunteer my time at local animal rescues and provide foster care for animals in need.
Where did you grow up? Where do you live now?
I grew up in Westfield, New Jersey. In 2019, my husband and I bought our first home in Asheville, North Carolina, and this is where we currently live.
What’s a destination in the world that you aspire to visit?
I aspire to visit Poland and Sweden because those are the countries that my mother’s ancestors came from. My father’s ancestors came from Italy. I visited the towns where they used to live in Italy and it was a wonderful experience, so I’d love to do the same in Poland and Sweden. I’d also love to see the northern lights!
Rutgers University
BS, Ecology
