As a Senior Client Service Specialist, Mary Ellen supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
What do you enjoy most about working at Modera?
The people. Everyone in the firm is always willing to help whenever needed.
When you’re not working you’re…?
Watching my daughter play soccer and softball. And, yes! I drive the stereotypical soccer mom minivan.
What’s a destination in the world that you aspire to visit?
I love to travel both domestically and internationally. I have been to 39 states in the U.S. so far. Italy, Australia and the Maldives are on my international bucket list.
How do you caffeinate?
Coffee and green tea.
Rutgers University
B.A. Psychology
