As a Client Service Specialist, Miguel 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.
He 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.
When you’re not working you’re…?
Spending time with my amazing partner Alycia, hanging with our dog Bagel, exploring Asheville, or playing sports in a recreational league!
How do you do good in your community?
My partner and I fostered a dog named Peanut for 6 months until she was adopted into an amazing family. We plan on giving back by supporting animal shelters in any way we can through volunteering, donating or potentially fostering again!
Where did you grow up? Where do you live now?
I grew up in a small town in Central Florida called Groveland and now live in Western North Carolina in Fairview.
What’s a destination in the world that you aspire to visit?
I aspire to visit the Dominican Republic, where my parents were born and raised. I visited as a child, but I hope to go again as an adult so I can fully take in the amazing culture and food that the island has to offer.
Florida State University,
BS in Finance
Florida State University,
MS in Finance and Real Estate
