As a Client Service Specialist, Molly 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.
When you’re not working you’re…?
Walking or playing with my dog, Poppy. She’s a miniature Cavapoo and the best little companion.
Where did you grow up? Where do you live now?
I grew up in Canton, GA with my family. Now I live in the Inman Park neighborhood in Atlanta.
What’s a destination in the world that you aspire to visit?
A place on my bucket list is to visit is Australia & New Zealand!
How do you caffeinate?
I am a very loyal Starbucks customer. The baristas that work in the one nearest to my home know me by name! My favorite drink is the Peppermint Mocha that is available during the holiday season.
Georgia State University,
Bachelor’s and Master’s in Economics
